CPR Wealth Advisors

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

900 Crest View Dr Ste 230, Hudson, Wisco...

Phone Number

(715) 386-1335

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About CPR Wealth Advisors

CPR Wealth Advisors is a financial advisory firm specializing in retirement planning, focusing on income maximization strategies and capital preservation for retirees. The team, consisting of Jim Caspers, Randy Penkwitz, and Chris Reisdorf, has over 25 years of experience in providing exemplary services and building trust-based relationships with clients. They offer a unique retirement planning process and a range of products including annuities, long-term care insurance, and life insurance. Their intended clients are primarily retirees seeking guidance in preparing for and enjoying their retirement.Explore more
CPR Wealth Advisors's Social MediaPopular SearchesCpr Wealth Advisorscpr wealth advisors LLCCPR Advisors LLCCPR Wealth Advisors OurWealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

CPR Wealth Advisors Org Chart

PhoneEmail
MA
United States flag for contact location.

Client Services Associate & Assistant

PhoneEmail
JP
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Financial Advisor

PhoneEmail
BH
United States flag for contact location.

Client Service Assistant

PhoneEmail
RP
United States flag for contact location.

Financial Advisor

PhoneEmail
KF
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Financial Advisor

PhoneEmail
CD
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CPR Wealth Advisors

<$5M
1-10
Private
-
2007
MA
Monica AllegroClient Services Associate & Assistant
<$5M
1-10
Private
-
1990
DD
David DraperWealth Accumulation and Distribution Planning
<$5M
1-10
Private
-
-
JA
James ArmstrongInvestment Advisory, Cfp, Chfc Representative (R)
<$5M
1-10
Private
-
1987
CP
Charlene PendergrassClient Service Manager
<$5M
1-10
Private
-
2009
JC
Justin ClarkManager, Wealth
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
MF
Mike FiorioVice President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CPR Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CPR Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CPR Wealth Advisors.

CPR Wealth Advisors Tech Stack

A closer look at the technologies used by CPR Wealth Advisors

Top Finance Companies

Frequently Asked Questions Regarding CPR Wealth Advisors

What is CPR Wealth Advisors's official website?
CPR Wealth Advisors's official website is www.cprwealthadvisors.com
What is CPR Wealth Advisors's Revenue?
CPR Wealth Advisors's revenue is <$5 Million
What is CPR Wealth Advisors's SIC code?
CPR Wealth Advisors's SIC: 62,628
What is CPR Wealth Advisors's NAICS code?
CPR Wealth Advisors's NAICS: 52,523
How many employees does CPR Wealth Advisors have?
CPR Wealth Advisors has 1-10 employees
What industry does CPR Wealth Advisors belong to?
CPR Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is CPR Wealth Advisors competition?
CPR Wealth Advisors top competitors include: MidAmerica Financial Group, Fiorio Wealth Advisors, MGK Wealth, Armstrong Wealth Management
What technology does CPR Wealth Advisors use?
Some of the popular technologies that CPR Wealth Advisors uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Tag Manager
How do I contact CPR Wealth Advisors?
CPR Wealth Advisors contact info: Phone number: (715) 386-1335 Website: www.cprwealthadvisors.com
What does CPR Wealth Advisors do?

CPR Wealth Advisors is a financial advisory firm specializing in retirement planning, focusing on income maximization strategies and capital preservation for retirees. The team, consisting of Jim Caspers, Randy Penkwitz, and Chris Reisdorf, has over 25 years of experience in providing exemplary services and building trust-based relationships with c... lients. They offer a unique retirement planning process and a range of products including annuities, long-term care insurance, and life insurance. Their intended clients are primarily retirees seeking guidance in preparing for and enjoying their retirement.Read More

What are CPR Wealth Advisors social media links?
CPR Wealth Advisors Linkedin page
Is CPR Wealth Advisors a public company?
CPR Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about CPR Wealth Advisors

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