Kendra 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.
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.
Kendra Simon’s longest registration is the current one, 9 years at CPR Investments since 2017. Before joining CPR Investments in 2017, Kendra Simon was registered through HBW Advisory Services LLC.
- CPR Investments IncCurrent– present · 9 yearsGrandville, MI · Adviser representative · Firm CRD 139067
- HBW Advisory Services LLC– · 7 yearsGrandville, MI · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Kendra Simon is registered as an investment adviser representative in Michigan, since June 2017.
- MichiganSince 9 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 February 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 February 2000 |
- 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
- Kendra Kay Simon
- CRD
- 4098173
- Firm
- CPR Investments · CRD 139067
- Office
- 318 Whitestag Ct., Grandville, MI 49418
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Kendra Simon work?
Kendra 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 Kendra Simon a financial advisor?
Yes. Kendra Simon has a current investment-adviser registration in Michigan, through CPR Investments since June 2017.
How many years of experience does Kendra Simon have?
Kendra Simon has 26 years in the financial industry, since June 2000, across 2 adviser firms.
What exams has Kendra Simon passed?
Kendra Simon has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in February 2000. FINRA credited Kendra Simon with the SIE, which began in October 2018.
Where did Kendra Simon work before CPR Investments?
Before CPR Investments, Kendra Simon was registered through HBW Advisory Services LLC, March 2010 to June 2017; CPR Investments, LLC, December 2009 to December 2009.
Where is Kendra Simon based?
Kendra Simon’s registered office is in Grandville, MI.
Is Kendra Simon registered with FINRA?
No. Kendra Simon has no current broker registration.
How can I verify Kendra Simon’s record?
Search CRD 4098173 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kendra Simon’s full registration record.
