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CK

Christopher C. Kramer

AMERITAS ADVISORY SERVICES
W DES MOINES, IA 50266
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CRD#: 2423040
CK

Professional summary


Christopher Charles Kramer, who also goes by Chris Kramer, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in W Des Moines, Iowa and AMERITAS INVESTMENT COMPANY, LLC located in W Des Moines, Iowa.

Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Christopher has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris 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.
CHRIS KRAMER/LIFE IS SHORT ETERNITY IS FOREVER; SAME AS RESIDENCE; NON-INV REL; T-SHIRTS, BOOK, SALES UNDER THE LOGO OF "LIFE IS SHORT ETERNITY IS FOREVER;" OWNER; START DATE=10/2013; HRS/MO=10; TRADING HRS/MO=0; SALES, MARKETING, ORDERING SUPPLIES * RK WEALTH MANAGEMENT LLC; SAME AS BRANCH; INV REL; WEALTH MANAGEMENT; PARTNER; START DATE=01/2013; HRS/MO=160; TRADING HRS/MO=100; WEALTH MANAGEMENT * Midwest Financial Solutions, LLC; same as branch; inv rel; wealth management; Agent; start date=02/2017; hrs/mo=5; trading hrs/mo=2; wealth management * JACL Orlando, LLC; 1226 Illinois St, Des Moines IA 50314; non-inv rel; rental property in Orlando, FL; Owner; start date=02/2022; hrs/mo=0; trading hrs/mo=0; no duties

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Charles Kramer's CRS (Customer Relationship Summary).
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 1, 2021 - Present

AMERITAS ADVISORY SERVICES, LLC

Office #1: 1200 Valley West Dr Ste 403, W Des Moines, IA 50266
RIA
CRD#: 317245
W DES MOINES, IA
Current

August 15, 1996 - Present

AMERITAS INVESTMENT COMPANY, LLC

Office #1: 1200 Valley West Dr Ste 403, W Des Moines, IA 50266
BD
CRD#: 14869
W Des Moines, IA
Past

June 11, 1999 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
W Des Moines, IA
Past

November 17, 1993 - August 20, 1996

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/24/2004)
RR
California
(1/4/2016)
RR
Florida
(2/1/2008)
RR
Illinois
(8/17/1999)
RR
Iowa
(8/15/1996)
IAR
Iowa
(11/1/2021)
RR
Kansas
(6/18/1998)
RR
Minnesota
(8/5/2008)
RR
Missouri
(6/18/1998)
RR
Nebraska
(1/5/2000)
RR
Nevada
(6/24/2025)
RR
South Dakota
(1/8/2025)
RR
Texas
(11/15/2024)
IAR
Texas
(11/15/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/21/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245 / SEC#: 801-55153

RIA
Registered Investment Advisory firm - (1/13/1998 Approved)
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Contact information


Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management


Total Number of Accounts41,501
AUM (Assets Under Management)$ 11,506,548,514

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025
Cover Page
07/23/2024
07/27/2023

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


AMERITAS ADVISORY SERVICES, LLC

CRD#: 317245W Des Moines, IA 50266

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