Mitchell S. Kramer
Professional summary
Mitchell Steven Kramer, CFP®, who also goes by Mitchell Steven Kramer N/a, is a registered financial advisor currently at FLUENT FINANCIAL, LLC located in Dallas, Texas.
Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mitchell has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mitchell Steven Kramer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
January 6, 2014 - Present
FLUENT FINANCIAL, LLC
Office #1: 14800 Landmark Blvd. Suite 848, Dallas, TX 75254July 2, 2018 - April 1, 2026
PRIVATE CLIENT SERVICES, LLC
August 1, 2005 - June 3, 2014
LPL FINANCIAL LLC
August 1, 2005 - July 16, 2018
LPL FINANCIAL LLC
May 13, 1996 - August 2, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
May 7, 1996 - August 2, 2005
IDS LIFE INSURANCE COMPANY
May 7, 1996 - August 2, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
FLUENT FINANCIAL, LLC
CRD#: 170041 / SEC#: 801-78976
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2014)
Exams
Current Firm
FLUENT FINANCIAL, LLC
CRD#: 170041 / SEC#: 801-78976
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,047 |
| AUM (Assets Under Management) | $ 297,138,659 |
Red Flags
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Company Information
FLUENT FINANCIAL, LLC
CRD#: 170041Dallas, TX 75254TRUST BUT VERIFY
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