# CPR Financial & Insurance Services

CPR Financial & Insurance Services is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 145855
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145855

## About

CPR FINANCIAL & INSURANCE SERVICES, INC. is a state-registered investment adviser in PROSPER, TX. The firm manages $89 million in assets, $74 million on a discretionary basis. It has 4 employees and 4 investment advisers.

## Sectors

- Financial Services
- Insurance

## Related profiles

- [Lifestyle Financial Strategies, LLC](https://altss.com/profile/lifestyle-financial-strategies-llc)
- [Fremont Financial Advisors](https://altss.com/profile/fremont-financial-advisors-inc)

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Last updated: 2026-07-06T01:24:14.786Z

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