Unclaimed Profile

Joseph Brian Childrey

CPR INVESTMENTS INC·ROCHESTER, Michigan

SIE, Series 3, Series 7, Series 8, Series 63, Series 65Clean record25 years registeredCPR INVESTMENTS INC

1600 PARKDALE ROAD, ROCHESTER, MI 48307CRD# 1811921Firm CRD# 139067

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Brian Childrey · ROCHESTER, MI

Registration

CRD #1811921 · CPR INVESTMENTS INC · 25 years registered

Brand Profile

Not yet started

Career History

CPR INVESTMENTS INC

Nov 2023 – present

AUSDAL FINANCIAL PARTNERS, INC.

May 2019 – Nov 2019

BELLEVUE, WA

PROBABILITIES FUND MANAGEMENT, LLC

Oct 2007 – Nov 2023

BELLEVUE, WA

AUSDAL FINANCIAL PARTNERS, INC.

Feb 2007 – Aug 2017

SAN DIEGO, CA

S & Y ASSET MANAGEMENT LLC

Feb 2006 – May 2006

SAN FRANCISCO, CA

STONE & YOUNGBERG LLC

Oct 2005 – May 2006

SAN FRANCISCO, CA

WELLS FARGO INVESTMENTS, LLC

Aug 2001 – Oct 2005

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · August 13, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CPR INVESTMENTS INC

CRD 139067 · SEC 801-112038

AUM

$295M

Regulatory assets under management

Employees

3,510 client accounts

Services offered by CPR INVESTMENTS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CPR INVESTMENTS INC →

Introduction

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Frequently Asked Questions

What services does Joseph Brian Childrey offer?

Joseph Brian Childrey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.

What are Joseph Brian Childrey's credentials?

Joseph Brian Childrey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Brian Childrey located?

Joseph Brian Childrey is based in ROCHESTER, Michigan, working with CPR INVESTMENTS INC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Joseph Brian Childrey charge for services?

Joseph Brian Childrey's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees and subsptn fee for co. sponsored plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPR INVESTMENTS INC?

CPR INVESTMENTS INC has approximately 29 employees and manages $295M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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