Joseph Borchers, financial advisor Lutz FL

Joseph Borchers

CRD Number: 1863817
Current Firm: Cpr Investments Inc.

Joseph Borchers (CRD# 1863817) is an Investment Advisor Representative working at Cpr Investments Inc. in Lutz, FL and has over 10 years of experience in the finance industry.

Similar Advisors
Kevin Arquette, financial advisor Lutz FL
Kevin M. Arquette
CRD# 3229164
Commonwealth Financial Network
Similar Advisors
Douglas Wilkinson, financial advisor Lutz FL
Douglas E. Wilkinson
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Carl von dem Bussche, Sr., financial advisor Lutz FL
Carl F. von dem Bussche, Sr.
CRD# 843581
Financial Guidance Group, Inc.
Company Name Location Dates Years
Ankelohe Equity, LLC Lutz, FL May 2019 - Current 4
Cpr Investments Inc. Rochester, MI Jul 2018 - Current 5
Wealthcare Retirement Solutions, LLC Lutz, FL Apr 2016 - Current 7
Risk Management International Ltd. Port Washington, NY Jan 2013 - Current 11
Joseph Borchers Lutz, FL Jun 1992 - Current 31
Secure Investment Managment, LLC Tucson, AZ May 2017 - Jul 2018 1
J.d. Mellberg Financial, LLC Tucson, AZ Mar 2017 - Jul 2018 1
Heights Equity, LLC Lutz, FL Dec 2011 - Sep 2017 5
Horter Investment Managament, LLC Cincinnati, OH Dec 2015 - Apr 2017 1
Princor Financial Services Corporation Lutz, FL Apr 2013 - Jun 2015 2
Principal Life Insurance Company Tampa, FL Mar 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Sep 2015
Contact Info for Joseph H. Borchers
By the Numbers
  • Total Assets Under Management
    295
    MILLIONS
  • Total Number of Accounts
    3,510
    ACCOUNTS
  • Average Account Value
    $84,112
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, FL, GA, IL, KY, MA, MI, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Joseph Borchers and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.