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Bruce Denk

Cpr Investments INC
15 Years of Experience
Portland, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
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Bruce Denk is a registered investment advisor at Cpr Investments INC, based in Portland, OR, with 15 years of industry experience. Bruce is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 1,172 clients with $240M in assets under management.

Cpr Investments INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,172 clients
Average Client Portfolio
$204K average
Assets Under Management
$238.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.75%
$1.0M - $2.0M1.60%
$2.0M - $5.0M1.45%
$5M+1.00%

Fees vary by investment strategy. The primary tactical schedule ranges from 1.75% down to 1.00% for amounts over $5M. Other strategies like Lifecore Conservative start at 1.25% and drop to 0.50%. Sub-advisor and general asset management fee schedules also apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Portland, OR

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History

Regulatory History (1)
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Criminal
June 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce is an independent contractor selling insurance through CPR Financial Group, LLC, dedicating about 10-20% of his time. He also works as a producer for Modern Insurance, Inc., selling Medicare insurance and spending a few hours per week. Bruce is also the president/owner of Denk & Associates, Inc. DBA Denk Financial Advisors, where he provides retirement planning, insurance, and investment advisory services, dedicating about 10-20% of his time.

Employment History
Current Registrations
Cpr Investments INC
April 2016 - Present · 10 yrs 6 mos
Ausdal Financial Partners, INC.
April 2016 - Present · 10 yrs 6 mos
Ausdal Financial Partners, INC.Broker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Hbw Securities LLCBroker
October 2014 - April 2016 · 1 yr 6 mos
Hbw Advisory Services LLC
October 2010 - April 2016 · 5 yrs 6 mos
State Registrations2 states
ORWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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