Bruce Denk
Bruce Denk is a registered investment advisor at Cpr Investments INC, based in Rochester, MI, with 15 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,173 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPR Investments Inc. offers several investment strategies with fees based on the strategy and the amount invested. The annual fee is calculated as a percentage of the assets in the account and is deducted quarterly. For example, fees for Alpha Portfolios range from 1.35% on the first $1 million to 0.60% on amounts over $5 million. Fees for Tactical Mgt AlaCarte Model range from 1.85% on the first $1 million to 1.10% on amounts over $5 million.
CPR also manages structured notes and market-linked CDs for an annual fee of 1.25%. For other assets, annual fees range from 2.00% on accounts less than $50,000 to 0.60% on accounts over $3,000,000.
CPR may also refer clients to third-party money managers, with fees ranging from 1% to 2.3% annually.
Location
1600 Parkdale Road, Suite 201, Rochester, MI, 48307
Get directionsHistory
Regulatory History (1)
Criminal
June 1991Other Business ActivitiesSells Insurance
Bruce is an independent contractor selling insurance through CPR Financial Group, LLC, dedicating about 10-20% of his time. He also works as a producer for Modern Insurance, Inc., selling Medicare insurance and spending a few hours per week. Bruce is also the president/owner of Denk & Associates, Inc. DBA Denk Financial Advisors, where he provides retirement planning, insurance, and investment advisory services, dedicating about 10-20% of his time.
Employment History
Current Registrations
Cpr Investments INC
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Hbw Securities LLCBroker
Hbw Advisory Services LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.