Adam John Simon
Investment adviser representative at Cpr Investments Inc
21 yearsExperience
1 stateRegistered in
$238.8MFirm assets
8 yearsFirm in business
Are you Adam John Simon? Claim your profile
Contact this firm
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
21 years in the industry.
- Simple Senior Health Plans Liability Co.Jun 2023 to now
- Cpr Investments Inc.Jun 2017 to now
- Ausdal Financial Partners, IncJun 2017 to now
- Cpr Financial Group LLCJun 2017 to now
- Woodside Bible ChurchOct 2011 to now
- Clinton Twp Fire DeptMar 2005 to now
- Adam Simon, Sole ProprietorJun 2017 to Jun 2023
- Hbw Securities LLCMar 2015 to Jun 2017
- Hbw Advisory Services LLCJan 2010 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2015
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
- 5663201
- Firm CRD
- 139067