Kristin Menz-yianni

from Cpr Investments Inc
SEC regulated
Regulated Investment Advisor
Kristin Menz-yianni is a financial advisor based in Michigan, Rochester, with 22 years of experience. Kristin currently works for Cpr Investments Inc. Kristin maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kristin Menz-yianni works at Cpr Investments Inc
Cpr Investments Inc is a financial advisory firm based in Rochester, Michigan. It currently has approximately $295,234,856 of assets under management and employs about 39 people. Cpr Investments Inc uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and referral fees and subsptn fee for co. sponsored plans.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and referral fees and subsptn fee for co. sponsored plans
Office location
1600 Parkdale Road, Suite 201, Rochester, Michigan, 48307

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