KS
KS

Kendra Kay Simon

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

318 Whitestag Ct., Grandville, MI, 49418

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kendra is involved in insurance sales, specifically life and fixed annuities, dedicating a few hours per week to this activity. She also prepares taxes for clients, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Cpr Investments INC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
June 2017 - December 2022 · 5 yrs 6 mos
Hbw Advisory Services LLC
March 2010 - June 2017 · 7 yrs 3 mos
Cpr Investments, LLC
December 2009 - December 2009 · 0 mos
Hbw Securities LLCBroker
January 2006 - June 2017 · 11 yrs 5 mos
American General Securities IncorporatedBroker
March 2004 - December 2005 · 1 yr 9 mos
PFS Investments INC.Broker
February 2000 - November 2003 · 3 yrs 9 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.