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CPR FINANCIAL & INSURANCE SERVICES, INC.
CRD 145855
603 E. BROADWAY ST, PROSPER, TX, 75078, United States
Phone
877-431-6997
Fax
877-624-1145
Registration
— (—)
Source
State registered
Total AUM
$89.1M
Discretionary AUM
$73.7M
Team
4 total employees; 4 advisory reps; 25 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISORS
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 681 | $64.0M |
| High net worth individuals | 15 | $25.1M |
All web addresses on file
Official SEC filing: View on IAPD