Kendra Kay Simon
Investment Adviser Representative at CPR Investments Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kendra Kay Simon is an investment adviser representative with CPR Investments Inc in Grandville, MI, where they have been registered since 2017. They have worked in the securities industry since 2000 and have been registered with 3 firms, including HBW Advisory Services LLC and CPR Investments, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- HBW Securities LLCJan 2006 – Jun 2017Simi Valley, CA
- HBW Advisory Services LLCJan 2010 – Jun 2017Simi Valley, CA
- Ausdal Financial Partners, IncJun 2017 – Dec 2022Davenport, IA
- CPR InvestmentsJun 2017 – no end date reportedRochester, MI
- CPR Financial Group LLCJun 2017 – no end date reportedRochester, MI
- HBW Tax ServicesJan 2017 – Dec 2018Simi Valley, CA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CPR Investments Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Rochester, MI
- SEC file number:
- 801-112038
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
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Showing 12 of 24 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kendra Kay Simon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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