Joseph Henry Borchers

Employer firm

Cpr Investments Inc CRD 139067

$239M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1992 → Present
  Joseph Borchers
  Lutz, FL
• 12/2015 → 04/2017
  Horter Investment Managament, Llc
  Cincinnati, OH
• 01/2013 → Present
  Risk Management International Ltd.
  Port Washington, NY
• 12/2011 → 09/2017
  Heights Equity, Llc
  Lutz, FL
• 04/2016 → Present
  Wealthcare Retirement Solutions, Llc
  Lutz, FL
• 03/2017 → 07/2018
  J.D. Mellberg Financial, Llc
  Tucson, AZ
• 05/2017 → 07/2018
  Secure Investment Managment, Llc
  Tucson, AZ
• 07/2018 → Present
  Cpr Investments Inc.
  Rochester, MI
• 05/2019 → Present
  Ankelohe Equity, Llc.
  Lutz, FL

Previous Registrations

• 2017-05-15 → 2018-07-24
  Secure Investment Management, Llc
  Lutz, FL
  Tucson, AZ
• 2015-12-01 → 2017-04-04
  Horter Investment Management, Llc
  Lutz, FL
  Cincinnati, OH
  Lutz, FL

Other Businesses

1. Risk Management International, Ltd.; non-investment related; 14 S. Maryland Ave, Port Washington, NY 11050; Insurance Consulting; President;01/2014; no time devoted throughout the month; Business is run by father-in-law and my involvement as President is for family planning and business continuation purposes only. I have no day to day activities with the business. 2. Joseph Borchers; Investment related; 19001 Sunlake Blvd, Lutz, FL 33558; Insurance; Independent Agent/Broker; 06/1992; Approximately 40 hours per month devoted to this business with 40 hours devoted during securities exchange hours; Sales/Service of Group & Individual health insurance products (including medicare supplement, Part D & Medicare Advantage). Fixed products include index life insurance & annuities. Ancillary products include group dental, life and disability. Individual products include term insurance and Disability insurance. 3. The Name of the other business: WealthCare Retirement Solutions, LLC Investment Related?: Yes Address of other business: 19001 Sunlake Blvd, Lutz, FL 33558 Nature of other business: Wealth Management & Insurance Your position: Managing Partner Start Date: 4/7/2016 How many hours you devote to the other business per month: 10 How many hours you devote to the other business during securities trading hours: 10 Briefly describe your duties: Fee only money management, commission based advisor for annuities, life, long term care, disability and health insurance. 4. Ankelohe Equity, LLC.; non-investment related; Lutz, FL; real estate properties; Owner; 05/2019; 0 hours per month; 0 hours during securities trading hours; buying and selling real estate properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  2013-04-27