Lance Whitney has been an investment adviser representative at CPR Investments since November 2015, and is not listed among the firm’s executive officers or direct owners. Lance Whitney holds a Bachelor of Arts in English from Oakland 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.
Lance B. Whitney is an Investment Advisor Representative of CPR Investments Inc. Whitney has held the role since November 2015, as of his Form ADV Part 2B supplement dated November 2, 2020. He is also a life insurance agent with CPR Financial Group LLC from November 2015. Earlier he was an Investment Advisor Representative at HBW Advisory Services LLC from March 2010 to November 2015.
Lance Whitney’s longest registration is the current one, 10 years at CPR Investments since 2015. Before joining CPR Investments in 2015, Lance Whitney was registered through HBW Advisory Services LLC.
- CPR Investments IncCurrent– present · 10 yearsRochester, MI · Adviser representative · Firm CRD 139067
- HBW Advisory Services LLC– · 5 yearsNew Baltimore, MI · Adviser representative · Firm CRD 143665
Investment adviser representative registrations
Lance Whitney is registered as an investment adviser representative in Michigan, since November 2015.
- MichiganSince 23 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 July 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 July 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
- Lance Burton Whitney
- CRD
- 4960943
- Firm
- CPR Investments · CRD 139067
- Office
- 1600 PARKDALE ROAD, SUITE 201, Rochester, MI 48307
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cprinvestmentsinc.com
Where does Lance Whitney work?
Lance Whitney is an investment adviser representative registered through CPR Investments Inc since November 2015, and is not listed among the firm’s executive officers or direct owners.
Is Lance Whitney a financial advisor?
Yes. Lance Whitney has a current investment-adviser registration in Michigan, through CPR Investments since November 2015.
How many years of experience does Lance Whitney have?
Lance Whitney has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has Lance Whitney passed?
Lance Whitney has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in July 2008. FINRA credited Lance Whitney with the SIE, which began in October 2018.
Where did Lance Whitney work before CPR Investments?
Before CPR Investments, Lance Whitney was registered through HBW Advisory Services LLC, March 2010 to November 2015.
Where is Lance Whitney based?
Lance Whitney’s registered office is in Rochester, MI.
Is Lance Whitney registered with FINRA?
No. Lance Whitney has no current broker registration.
How can I verify Lance Whitney’s record?
Search CRD 4960943 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lance Whitney’s full registration record.
