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Joseph Childrey, portrait

Joseph Childrey

Executive Vice President at CPR Investments in Bellevue, WA

Investment adviser registrationUpdated

Joseph Childrey is Executive Vice President of CPR Investments Inc, an investment adviser managing $239M, and works from its Bellevue, WA office. Joseph Childrey has been registered as an investment adviser representative through CPR Investments since 15 November 2023, has 38 years in the industry across 6 firms and has passed 5 licensing exams.

38
Years in industry
2
Years at firm
6
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Joseph Childrey has been Executive Vice President of CPR Investments since October 2023, is a control person of the firm and directly owns under 5% of it. Joseph Childrey holds a BA in Sociology from Western Maryland 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.

Joseph B. Childrey is Executive Vice President of Advisor Portfolios, portfolio manager for the Probabilities & Sector Rotation Portfolios, co-manager for the Hedge Portfolios and a member of the Investment Committee. Childrey managed the Probabilities Fund L.P., a long/short hedge fund, and a substantially similar mutual fund from 2008 through February 2020. He earlier served private and institutional clients at AG Edwards/Wells Fargo, having started his career at PaineWebber.

Joseph Childrey’s longest registration was 16 years at Probabilities Fund Management, LLC (2007–2023). Before joining CPR Investments in 2023, Joseph Childrey was registered through Ausdal Financial Partners, Inc. and Probabilities Fund Management, LLC.

  1. – present · 2 years
    Bellevue, WA · Adviser representative · Firm CRD 139067
  2. Ausdal Financial Partners, Inc.
    – · under a year
    Bellevue, WA · Adviser representative · Firm CRD 7995
  3. Probabilities Fund Management, LLC
    – · 16 years
    Bellevue, WA · Adviser representative · Firm CRD 144313
  4. Ausdal Financial Partners, Inc.
    – · 10 years
    San Diego, CA · Adviser representative · Firm CRD 7995
  5. S & Y Asset Management LLC
    – · under a year
    San Francisco, CA · Adviser representative · Firm CRD 129754
  6. Stone & Youngberg LLC
    – · under a year
    San Francisco, CA · Adviser representative · Firm CRD 795
  7. Wells Fargo Investments, LLC
    – · 4 years
    San Diego, CA · Adviser representative · Firm CRD 10582

Credentials and registrations

Investment adviser representative registrations

Joseph Childrey is registered as an investment adviser representative in Washington, since November 2023.

  • WashingtonSince 15 November 2023

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 324 January 1997
Name
National Commodity Futures Examination
Series 85 July 1995
Name
General Securities Sales Supervisor Examination (Options Module & General Module)
Series 652 April 1992
Name
Uniform Investment Adviser Law Examination
Series 6322 April 1988
Name
Uniform Securities Agent State Law Examination
Series 719 March 1988
Name
General Securities Representative Examination

Key facts

Full name
Joseph Brian Childrey
CRD
1811921
Firm
CPR Investments · CRD 139067
Role
Executive Vice President
Office
Bellevue, WA
Registration
Investment adviser registration
In the industry since
October 1988
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joseph Childrey work?

Joseph Childrey has been Executive Vice President of CPR Investments Inc since October 2023, and is a control person of the firm.

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

Is Joseph Childrey a financial advisor?

Yes. Joseph Childrey has a current investment-adviser registration in Washington, through CPR Investments since November 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Joseph Childrey have?

Joseph Childrey has 38 years in the financial industry, since October 1988, across 6 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Joseph Childrey passed?

Joseph Childrey has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 8 and Series 3. The earliest, the Series 7, was passed in March 1988. FINRA credited Joseph Childrey with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Joseph Childrey work before CPR Investments?

Before CPR Investments, Joseph Childrey was registered through Ausdal Financial Partners, Inc., May 2019 to November 2019; Probabilities Fund Management, LLC, October 2007 to November 2023; Ausdal Financial Partners, Inc., February 2007 to August 2017; S & Y Asset Management LLC, February 2006 to May 2006; Stone & Youngberg LLC, October 2005 to May 2006; Wells Fargo Investments, LLC, August 2001 to October 2005.

Source: IAPD individual record, checked 22 October 2026

Where is Joseph Childrey based?

Joseph Childrey’s registered office is in Bellevue, WA.

Source: IAPD individual record, checked 22 October 2026

Is Joseph Childrey registered with FINRA?

No. Joseph Childrey has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Joseph Childrey’s record?

Search CRD 1811921 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Childrey’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at CPR Investments

Sources

  1. IAPD individual record, CRD 1811921, 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.