Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Wilbur Caspers is a financial advisor with over 30 years of experience in the industry. James is currently registered with Newedge Advisors, a large financial firm with over $10 billion in assets under management. James offers a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and pension consulting. James has been actively involved in the financial industry since 1991, beginning his career with Investment Centers of America, Inc. James is also a Registered Investment Advisor (IAR) and is registered to provide investment advisory services to clients in Wisconsin and Texas through CPR Wealth Advisors, LLC, and Goss Advisors, LLC. James is dedicated to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/20/2018 - Present
Newedge Advisors (Hudson WI)
WI
02/20/1991 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (HUDSON WI)
BC
Issued 02/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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