James Arnholt has been an investment adviser representative at CPR Investments since July 2017, and is not listed among the firm’s executive officers or direct owners.
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.
James R. Arnholt is an Investment Advisor Representative dba Arnholt Insurance Agency, with investment advisory services offered through CPR Investments Inc. He owns and operates the agency in Bassett, Nebraska. His insurance career began in 1986; he was a Prudential agent in Lincoln, NE from 1988 through 1993 and started Arnholt Insurance Agency in 1994.
James Arnholt’s longest registration was 9 years at KCD Financial, Inc. (2007–2016). Before joining CPR Investments in 2017, James Arnholt was registered through KCD Financial, Inc. and Securian Financial Services, Inc.
- CPR Investments IncCurrent– present · 9 yearsBassett, NE · Adviser representative · Firm CRD 139067
- KCD Financial, Inc.– · 9 yearsBassett, NE · Adviser representative · Firm CRD 127473
- Securian Financial Services, Inc.– · 5 yearsBassett, NE · Adviser representative · Firm CRD 15296
Professional designations
Listed by CPR Investments
- LUTCF
Investment adviser representative registrations
James Arnholt is registered as an investment adviser representative in Nebraska, since July 2017.
- NebraskaSince 13 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 December 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 May 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Richard Arnholt
- CRD
- 1634768
- Firm
- CPR Investments · CRD 139067
- Office
- 113 S Clark St, PO Box 280, Bassett, NE 68714
- Registration
- Investment adviser registration
- In the industry since
- March 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arnholtinsurance.com
Where does James Arnholt work?
James Arnholt is an investment adviser representative registered through CPR Investments Inc since July 2017, and is not listed among the firm’s executive officers or direct owners.
Is James Arnholt a financial advisor?
Yes. James Arnholt has a current investment-adviser registration in Nebraska, through CPR Investments since July 2017.
How many years of experience does James Arnholt have?
James Arnholt has 36 years in the financial industry, since March 1990, across 3 adviser firms.
What exams has James Arnholt passed?
James Arnholt has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in May 1988. FINRA credited James Arnholt with the SIE, which began in October 2018.
Where did James Arnholt work before CPR Investments?
Before CPR Investments, James Arnholt was registered through KCD Financial, Inc., March 2007 to November 2016; Securian Financial Services, Inc., March 2000 to February 2006.
Where is James Arnholt based?
James Arnholt’s registered office is in Bassett, NE.
Is James Arnholt registered with FINRA?
No. James Arnholt has no current broker registration.
How can I verify James Arnholt’s record?
Search CRD 1634768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Arnholt’s full registration record.
