Robert Ausdal has been Executive Vice President of CPR Investments since December 2023, is not listed as a control person, but directly owns under 5% of the firm. Robert Ausdal holds a B.A. in Finance from the University of Illinois.
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.
Robert B. Ausdal Jr. is President of Advisor Portfolios, where he is portfolio manager for the LifeCore, MBA and MBA MAXX Portfolios, co-manager for the Hedge Portfolios and a member of the Investment Committee. His career began in 1979 with Robert B. Ausdal & Co., Inc. in Davenport, IA, now Ausdal Financial Partners Inc. There he served in executive, compliance and supervisory roles, including President, Chief Executive Officer and Chief Financial Officer.
Robert Ausdal’s longest registration was 23 years at Ausdal Financial Partners, Inc. (2000–2023). Before joining CPR Investments in 2023, Robert Ausdal was registered through Ausdal Financial Partners, Inc.
- Ausdal Financial Partners, Inc.– · 23 yearsDavenport, IA · Adviser representative · Firm CRD 7995
Professional designations
Listed by CPR Investments
- Chartered Financial Analyst (CFA)
Investment adviser representative registrations
Robert Ausdal is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in December 2023.
- IllinoisSince 1 December 2023
- TexasResidentSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 28 | Introducing Broker/Dealer Financial Operations Principal Examination | 15 May 2006 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 February 1993 |
| Series 4 | Registered Options Principal Examination | 23 August 1985 |
| Series 53 | Municipal Securities Principal Examination | 22 August 1985 |
| Series 24 | General Securities Principal Examination | 6 July 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 August 1981 |
| Series 7 | General Securities Representative Examination | 18 July 1981 |
- Name
- Operations Professional Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Introducing Broker/Dealer Financial Operations Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Burns Ausdal
- CRD
- 734479
- Firm
- CPR Investments · CRD 139067
- Role
- Executive Vice President
- Office
- Milan, IL
- Registration
- Investment adviser registration
- In the industry since
- July 1981
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- advisor-proinvest.com
Where does Robert Ausdal work?
Robert Ausdal has been Executive Vice President of CPR Investments Inc since December 2023.
Is Robert Ausdal a financial advisor?
Yes. Robert Ausdal has a current investment-adviser registration in Illinois and Texas, through CPR Investments since December 2023.
How many years of experience does Robert Ausdal have?
Robert Ausdal has 45 years in the financial industry, since July 1981, across 2 adviser firms.
What exams has Robert Ausdal passed?
Robert Ausdal has passed 9 licensing exams: the Series 7, Series 63, Series 24, Series 53, Series 4, Series 65, Series 28, Series 99TO and Series 79TO. The earliest, the Series 7, was passed in July 1981. FINRA credited Robert Ausdal with the SIE, which began in October 2018.
Where is Robert Ausdal based?
Robert Ausdal’s registered office is in Milan, IL.
Is Robert Ausdal registered with FINRA?
No. Robert Ausdal has no current broker registration.
Is Robert Ausdal a CFA charterholder?
CPR Investments lists Robert Ausdal with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
Source: Robert B. Ausdal Jr. CFA biography, advisor-proinvest.com
How can I verify Robert Ausdal’s record?
Search CRD 734479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Ausdal’s full registration record.
