Skip to content
Charles Reinhold, portrait

Charles Reinhold

CEO, CCO at CPR Investments in Rochester, MI

Investment adviser and broker registrationsUpdated

Charles Reinhold is CEO, CCO of CPR Investments Inc, an investment adviser managing $239M, and works from its Rochester, MI office. Charles Reinhold has been registered as an investment adviser representative through CPR Investments since 27 March 2008, has 40 years in the industry across 2 firms and has passed the Series 63, Series 6, Series 26 and Series 65.

40
Years in industry
18
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Charles Reinhold has been CEO, CCO of CPR Investments since December 2005, is a control person of the firm and directly owns 75% or more of it.

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.

Charles P. Reinhold is Founder, President, & CCO of CPR Investments, Inc. and a member of the Investment Committee. His biography describes a career of over two decades in investment advisory, insurance and financial services, including investment management, regulatory compliance and client advisory work.

Charles Reinhold’s longest registration is the current one, 18 years at CPR Investments since 2008.

  1. HBW Advisory Services LLC
    – · 5 years
    Simi Valley, CA · Adviser representative · Firm CRD 143665
  2. – present · 18 years
    Rochester, MI · Adviser representative · Firm CRD 139067

Credentials and registrations

Investment adviser representative registrations

Charles Reinhold is registered as an investment adviser representative in 2 states. The first approvals date from April 2010; the most recent is New York, in April 2021.

  • MichiganSince 6 April 2010
  • New YorkSince 10 April 2021

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6516 March 2005
Name
Uniform Investment Adviser Law Examination
Series 2624 August 1988
Name
Investment Company Products/Variable Contracts Principal Examination
Series 6310 April 1986
Name
Uniform Securities Agent State Law Examination
Series 610 April 1986
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Charles Paul Reinhold
CRD
1464960
Firm
CPR Investments · CRD 139067
Role
CEO, CCO
Office
1600 PARKDALE ROAD, SUITE 201, Rochester, MI 48307
Registration
Investment adviser and broker registrations
In the industry since
April 1986
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Charles Reinhold work?

Charles Reinhold has been CEO, CCO of CPR Investments Inc since December 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 28 August 2026

Is Charles Reinhold a financial advisor?

Yes. Charles Reinhold has a current investment-adviser registration in Michigan and New York, through CPR Investments since March 2008.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Charles Reinhold have?

Charles Reinhold has 40 years in the financial industry, since April 1986, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Charles Reinhold passed?

Charles Reinhold has passed 4 licensing exams: the Series 63, Series 6, Series 26 and Series 65. The earliest, the Series 63, was passed in April 1986. FINRA credited Charles Reinhold with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where is Charles Reinhold based?

Charles Reinhold’s registered office is in Rochester, MI.

Source: IAPD individual record, checked 22 October 2026

Is Charles Reinhold registered with FINRA?

Yes. Charles Reinhold has a current broker registration, under CRD 1464960.

Source: FINRA BrokerCheck

How can I verify Charles Reinhold’s record?

Search CRD 1464960 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Charles Reinhold’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at CPR Investments

Sources

  1. IAPD individual record, CRD 1464960, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of CPR Investments Inc, filed 28 August 2026. Title, control and ownership bands.
  3. CPR Investments team page. Biography, education, credentials, awards and the portrait, reproduced for identification.