Kendra Kay Simon
Investment adviser representative at Cpr Investments Inc
16 yearsExperience
1 stateRegistered in
$238.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Cpr Investments IncJun 2017 to now
- Cpr Financial Group LLCJun 2017 to now
- Ausdal Financial Partners, IncJun 2017 to Dec 2022
- Hbw Tax ServicesJan 2017 to Dec 2018
- Hbw Advisory Services LLCJan 2010 to Jun 2017
- Hbw Securities LLCJan 2006 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cpr Investments Inc
$238.8MAssets managed
1,172Clients
25Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4098173
- Firm CRD
- 139067