Advisor at CPR Investments Inc
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Location
Bassett, NE 68714
Credentials
Series 63, Series 65
Industry experience
36 years
James Arnholt is a financial advisor with CPR Investments Inc. He holds Series 63 and Series 65 designations and has 36 years of industry experience. Prior to joining CPR Investments in 2017, he worked at KCD Financial, Inc. from 2007 to 2016. Outside of advisory work, he serves as vice chairman and board member of the Rock County High School Foundation, a nonprofit that awards scholarships and manages investment decisions for its funds. CPR Investments primarily serves individual investors and also works with businesses, qualified retirement plans, and other financial professionals. The firm employs a multi-manager approach emphasizing tactical and absolute-return strategies designed to reduce downside risk and offers discretionary portfolio management alongside comprehensive financial planning services.
Based on CPR Investments Inc
Based on CPR Investments Inc
Written financial plans range from $250 to $1,200; fixed fees $50 to $1,200 depending on service
$0 - $1,000,000: 1.25% - 1.75% (varies by portfolio strategy) $1,000,001 - $2,000,000: 1.10% - 1.60% (varies by portfolio strategy) $2,000,001 - $5,000,000: 0.95% - 1.55% (varies by portfolio strategy) $5,000,001+: 0.50% - 1.10% (varies by portfolio strategy)
Up to $150/hour for written financial plans; $200/hour for other hourly services
Fee-only: Asset management fees based on tiered schedule; hourly fees up to $200/hour; fixed fees from $50 to $1,200
113 S Clark St, Po Box 280
Bassett, NE 68714
Nebraska
CPR Investments Inc.
2017 - Present (9 years)
KCD Financial, Inc.
2007 - 2016 (9 years)
Rock County High School Foundation, Inc.
1998 - Present (28 years)
Arnholt Insurance Agency
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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