Kristin Menz-Yianni has been an investment adviser representative at CPR Investments since January 2016, and is not listed among the firm’s executive officers or direct owners. Kristin Menz-Yianni holds a BS in Mathematics and Business Administration from Mary Washington 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.
Kristin Menz-Yianni is an Investment Advisor Representative of CPR Investments Inc. Menz-Yianni has held the role since January 2016, as of her Form ADV Part 2B supplement dated November 2, 2020. She is also a life insurance agent with CPR Financial Group LLC and a consultant at CT Executive Benefits Group from June 2003. Earlier she was an Investment Advisor Representative at HBW Advisory Services LLC from January 2010 to January 2016.
Kristin Menz-Yianni’s longest registration is the current one, 10 years at CPR Investments since 2016. Before joining CPR Investments in 2016, Kristin Menz-Yianni was registered through HBW Advisory Services LLC.
- CPR Investments IncCurrent– present · 10 yearsChesterfield, VA · Adviser representative · Firm CRD 139067
- HBW Advisory Services LLC– · 5 yearsChesterfield, VA · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Kristin Menz-Yianni is registered as an investment adviser representative in Virginia, since January 2016.
- VirginiaSince 20 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 January 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 August 2008 |
- 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
- Kristin Michelle Menz-Yianni
- CRD
- 5380251
- Firm
- CPR Investments · CRD 139067
- Office
- Chesterfield, VA
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Kristin Menz-Yianni work?
Kristin Menz-Yianni is an investment adviser representative registered through CPR Investments Inc since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is Kristin Menz-Yianni a financial advisor?
Yes. Kristin Menz-Yianni has a current investment-adviser registration in Virginia, through CPR Investments since January 2016.
How many years of experience does Kristin Menz-Yianni have?
Kristin Menz-Yianni has 16 years in the financial industry, since January 2010, across 2 adviser firms.
What exams has Kristin Menz-Yianni passed?
Kristin Menz-Yianni has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2008. FINRA credited Kristin Menz-Yianni with the SIE, which began in October 2018.
Where did Kristin Menz-Yianni work before CPR Investments?
Before CPR Investments, Kristin Menz-Yianni was registered through HBW Advisory Services LLC, December 2009 to December 2015.
Where is Kristin Menz-Yianni based?
Kristin Menz-Yianni’s registered office is in Chesterfield, VA.
Is Kristin Menz-Yianni registered with FINRA?
No. Kristin Menz-Yianni has no current broker registration.
How can I verify Kristin Menz-Yianni’s record?
Search CRD 5380251 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristin Menz-Yianni’s full registration record.
