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JK

James P. Kramer

KRAMER INVESTMENT SERVICES
Lake Geneva, WI 53147
Some features on this profile are disabled
CRD#: 2053881
JK

Professional summary

James Paul Kramer, who also goes by Jim Kramer, is a registered financial advisor currently at KRAMER INVESTMENT SERVICES, LLC located in Lake Geneva, Wisconsin.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. James has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jim Kramer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul Kramer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 15, 2013 - Present

KRAMER INVESTMENT SERVICES, LLC

Office #1: 612 S. Wells Street, Unit G, Lake Geneva, WI 53147
RIA
CRD#: 169769
Lake Geneva, WI
Past

February 1, 2010 - November 14, 2013

OLDENBURG & KRAMER INVESTMENT SERVICES LLC

RIA
CRD#: 152929
BURLINGTON, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/26/2021)
IAR
Illinois
(2/27/2014)
IAR
Texas
(10/19/2022)
IAR
Wisconsin
(11/15/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/2009
Uniform Investment Adviser Law Examination

Current Firm

KI
KRAMER INVESTMENT SERVICES, LLC
KRAMER INVESTMENT SERVICES, LLC

CRD#: 169769 / SEC#:

Florida
Registered Investment Advisory firm - (1/26/2021 Approved)
Illinois
Registered Investment Advisory firm - (2/27/2014 Approved)
Texas
Registered Investment Advisory firm - (10/19/2022 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (11/15/2013 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
612 S. Wells Street, Unit G, Lake Geneva, WI 53147
Mailing Address
Phone number
(262) 729-4128
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts396
AUM (Assets Under Management)$ 63,275,950

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KRAMER INVESTMENT SERVICES, LLC

CRD#: 169769Lake Geneva, WI 53147

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