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Joseph Brian Childrey

CPR INVESTMENTS INC·ROCHESTER, Michigan
Unclaimed Profile
1600 PARKDALE ROAD, ROCHESTER, MI 48307CRD# 1811921Firm CRD# 139067
01

About

Joseph Brian Childrey is a registered financial advisor based in ROCHESTER, Michigan, affiliated with CPR INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CPR INVESTMENTS INC
CPR INVESTMENTS INC
AUM
$295M
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at CPR INVESTMENTS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES AND SUBSPTN FEE FOR CO. SPONSORED PLANS
Regulatory
SEC/IARD CRD# 1811921
Firm CRD# 139067
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in ROCHESTER
Charles Paul Reinhold — CPR INVESTMENTS INCGerald Wayne Hakala — CLARKSTON CAPITAL PARTNERS, LLCSalvatore F. (mi Only) Gianino — CLARKSTON CAPITAL PARTNERS, LLCJeremy Joseph Modell — CLARKSTON CAPITAL PARTNERS, LLCJeffrey Anthony Hakala — CLARKSTON CAPITAL PARTNERS, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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