CPR Wealth Advisors

CONNECT

Address:

900 Crest View Drive, Suite 230
Hudson, WI 54016

Phone:

,715.386.1335,651.735.5400,800.987.7412

The Advisors

 

 Jim

Jim Caspers, Wealth Advisor - Partner

Jim has been with CPR Wealth Advisors since 1992. He specializes in retirement plan transition assistance and helping people accumulate and preserve their wealth. Jim has a degree from Moorhead State University, he also holds series 7 and 63 registrations and his Life and Health licenses through LPL Financial. Click here to contact Jim.

 

Randy Penkwitz Wealth Advisor - Partner

Randy joined CPR Wealth Advisors in March of 2003. He has been a financial advisor for over 18 years specializing in business retirement planning and working with high net worth individuals. Randy has a Business degree from University of Wisconsin-Oshkosh. Randy holds series 7 and 63 registrations, and his Life Insurance license through LPL Financial. Click here to contact Randy.

 

 

Chris Reisdorf, Wealth Advisor - Partner

Chris has been with CPR Wealth Advisors since 1997.  Chris has a Finance & Financial Planning degree from Minnesota State University in Mankato, MN.  He specializes in Retirement Planning and 401k transition assistance.  Chris holds series 7, 63, and 65 registrations, and his Life and Health licenses through LPL Financial. Click here to contact Chris.


 

 

 

 

 

 

Courtney Doerfler, Wealth Advisor - Partner

Courtney joined CPR Wealth Advisors in 2009.  She earned her undergraduate degree from University of Minnesota - Twin Cities.  She holds series 7, 63 and 65 registrations, and Life and Health licenses through LPL Financial.  Click here to contact Courtney.
 

 

 

 

 

 

 

Kevin Flynn, Wealth Advisor

Kevin came on board in 2015. Kevin earned his undergraduate Business degree from the University of Wisconsin - Superior and his graduate degree in Banking from the University of Wisconsin - Madison. He holds series 7 and 66 registrations, and his Life and Health licenses through LPL Financial. Click here to contact Kevin.