Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Cpr Financial & Insurance Services, Inc. financial advisors in Prosper, TX

Every SEC-registered investment adviser representative at a Cpr Financial & Insurance Services, Inc. office in Prosper, A to Z.

The short answer

3 registered advisors work at Cpr Financial & Insurance Services, Inc. in Prosper, out of 4 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Cpr Financial & Insurance Services, Inc. advisors in Prosper, A to Z

Every Cpr Financial & Insurance Services, Inc. advisor →

Cpr Financial & Insurance Services, Inc. advisors in every city and state →Advisor Moves: who changed firms this week →

Cpr Financial & Insurance Services, Inc. advisors in other cities

Port Saint Lucie, FL 1

Other firms in Prosper

All Prosper advisors →

United Advisors America 12LPL Financial LLC 7Edward Jones 5Clear Sky Financial, LP 3J.P. Morgan Securities LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3Strategic Advisers LLC 3

Questions

How many financial advisors does Cpr Financial & Insurance Services, Inc. have in Prosper?

3 investment adviser representatives are registered at Cpr Financial & Insurance Services, Inc. offices in Prosper, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Cpr Financial & Insurance Services, Inc. one of the largest advisor employers in Prosper?

Cpr Financial & Insurance Services, Inc. ranks number 5 in Prosper by registered advisors; United Advisors America has the most, with 12.

How do I check a Cpr Financial & Insurance Services, Inc. advisor in Prosper?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cpr Financial & Insurance Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.