AS
AS

Adam John Simon

15 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

1600 Parkdale Road, Suite 201, Rochester, MI, 48307

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Adam works as a firefighter/paramedic, dedicating nearly full-time hours to this role. He is also an investment advisor representative and insurance agent, spending about a quarter of his time on insurance sales and property/casualty and medicare insurance sales.

Employment History
Current Registrations
Cpr Investments INC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Ausdal Financial Partners, INC.Broker
June 2017 - December 2023 · 6 yrs 6 mos
Hbw Securities LLCBroker
April 2015 - June 2017 · 2 yrs 2 mos
Hbw Advisory Services LLC
March 2010 - June 2017 · 7 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.