# CPR FINANCIAL & INSURANCE SERVICES, INC.

CPR FINANCIAL & INSURANCE SERVICES, INC. of PROSPER, TX is an SEC-registered investment adviser.

## Registration

- CRD: 145855
- Type: SEC-registered investment adviser
- Location: 603 E. BROADWAY ST, PROSPER, TX, 75078
- Phone: 877-431-6997
- Latest filing: 2026-04-14
- Regulatory AUM: $89.1M
- Discretionary AUM: $73.7M
- Non-discretionary AUM: $15.4M
- Clients: 4
- Accounts: 825

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145855/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145855/similar
- Related entities: https://search.stillhousedata.com/firm/145855/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145855

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.