Adam Simon has been an investment adviser representative at CPR Investments since June 2017, and is not listed among the firm’s executive officers or direct owners. Adam Simon holds a Master's Degree in Theological Studies from Liberty Theological Seminary and an Associate's Degree in Firefighter/Paramedic Specialty from Macomb Community College.
CPR Investments Inc is a Rochester, MI firm with $239M under management, 1,172 clients and 25 advisers across 16 offices, as of its August 2026 filing.
Adam Simon is an Investment Advisor Representative of CPR Investments Inc. Simon has held the role since June 2017, as of his Form ADV Part 2B supplement dated November 2, 2020. He is also an insurance agent and solicitor for CPR Financial Group LLC and a registered representative of Ausdal Financial Partners. Earlier he was an Investment Advisor Representative at HBW Advisory Services from January 2010 to June 2017.
Adam Simon’s longest registration is the current one, 9 years at CPR Investments since 2017. Before joining CPR Investments in 2017, Adam Simon was registered through HBW Advisory Services LLC.
- CPR Investments IncCurrent– present · 9 yearsRochester, MI · Adviser representative · Firm CRD 139067
- HBW Advisory Services LLC– · 7 yearsMacomb, MI · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Adam Simon is registered as an investment adviser representative in Michigan, since June 2017.
- MichiganSince 15 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 April 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 June 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam John Simon
- CRD
- 5663201
- Firm
- CPR Investments · CRD 139067
- Office
- 1600 PARKDALE ROAD, SUITE 201, Rochester, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Adam Simon work?
Adam Simon is an investment adviser representative registered through CPR Investments Inc since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Adam Simon a financial advisor?
Yes. Adam Simon has a current investment-adviser registration in Michigan, through CPR Investments since June 2017.
How many years of experience does Adam Simon have?
Adam Simon has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has Adam Simon passed?
Adam Simon has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in June 2009. FINRA credited Adam Simon with the SIE, which began in October 2018.
Where did Adam Simon work before CPR Investments?
Before CPR Investments, Adam Simon was registered through HBW Advisory Services LLC, March 2010 to June 2017.
Where is Adam Simon based?
Adam Simon’s registered office is in Rochester, MI.
Is Adam Simon registered with FINRA?
No. Adam Simon has no current broker registration.
How can I verify Adam Simon’s record?
Search CRD 5663201 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Simon’s full registration record.
