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James A

Series 63, Series 65

Bassett, NE

CPR Investments Inc

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.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Founder/Business Owner Retired
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