Joseph Borchers has been an investment adviser representative at CPR Investments since August 2018, and is not listed among the firm’s executive officers or direct owners. Joseph Borchers holds a BBA in Banking & Finance from Hofstra University.
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.
Joseph H. Borchers is an Investment Advisor Representative of CPR Investments Inc. Borchers has held the role since July 2018, as of his Form ADV Part 2B supplement dated November 2, 2020. The filing also shows him as Managing Partner and Insurance Agent at WealthCare Retirement Solutions, LLC from April 2016 and President of Risk Management International LTD. from January 2013. Earlier roles include Investment Advisor Representative at Secure Investment Management, LLC and at Horter Investment Management, LLC.
Joseph Borchers’ longest registration is the current one, 8 years at CPR Investments since 2018. Before joining CPR Investments in 2018, Joseph Borchers was registered through Secure Investment Management, LLC and Horter Investment Management, LLC.
- Secure Investment Management, LLC– · 1 yearLutz, FL · Adviser representative · Firm CRD 141195
- Horter Investment Management, LLC– · 1 yearLutz, FL · Adviser representative · Firm CRD 119880
Investment adviser representative registrations
Joseph Borchers is registered as an investment adviser representative in Florida, since August 2018.
- FloridaSince 13 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 September 2015 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 April 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 April 2013 |
| Series 7 | General Securities Representative Examination | 20 August 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Henry Borchers
- CRD
- 1863817
- Firm
- CPR Investments · CRD 139067
- Office
- 19309 Pier Point Ct., Lutz, FL 33558
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Joseph Borchers work?
Joseph Borchers is an investment adviser representative registered through CPR Investments Inc since August 2018, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Borchers a financial advisor?
Yes. Joseph Borchers has a current investment-adviser registration in Florida, through CPR Investments since August 2018.
How many years of experience does Joseph Borchers have?
Joseph Borchers has 10 years in the financial industry, since January 2016, across 3 adviser firms.
What exams has Joseph Borchers passed?
Joseph Borchers has passed 4 licensing exams: the Series 7, Series 6, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1988. FINRA credited Joseph Borchers with the SIE, which began in October 2018.
Where did Joseph Borchers work before CPR Investments?
Before CPR Investments, Joseph Borchers was registered through Secure Investment Management, LLC, May 2017 to July 2018; Horter Investment Management, LLC, December 2015 to April 2017.
Where is Joseph Borchers based?
Joseph Borchers’ registered office is in Lutz, FL.
Is Joseph Borchers registered with FINRA?
No. Joseph Borchers has no current broker registration.
How can I verify Joseph Borchers’ record?
Search CRD 1863817 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Borchers’ full registration record.
