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Timothy Wayne Cramer

CFP®
CETERA INVESTMENT ADVISERS
TULSA, OK
·CRD# 3002863·14 years experience

Professional Summary

Timothy Wayne Cramer, CFP®, who also goes by Tim Cramer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Tulsa, Oklahoma. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Timothy has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tim Cramer

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

14 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
1. 8282 S Memorial Dr Ste 106, Tulsa, OK 741332. 233 West Broadway, Muskogee, OK 74401
September 29, 2021 - Present
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
Tulsa, OK
September 29, 2021 - August 26, 2024
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Tulsa, OK
May 2, 2014 - October 11, 2021
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Muskogee, OK
January 28, 2014 - October 11, 2021
RIVES, LEAVELL & CO.·CRD# 11206
BD
Jackson, MS
March 3, 1998 - January 20, 2000

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Current Firm

CI
CETERA INVESTMENT ADVISERS LLC

CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

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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.

1.CRAMER PROPERTIES LLC, INVESTMENT RELATED, 4419 W URBANA CT, BROKEN ARROW, OK 74012, OWNER, OWNERSHIP OF RENTAL PROPERTIES, 2H/WEEK, 0H/WEEK DURING TRADING HOURS, SINCE 03/1999 2.REMARC REALTY LLC, INVESTMENT RELATED, 4419 W URBANA CT, BROKEN ARROW, OK, 74012, OWNER, PROVIDE PROPERTY MANAGEMENT SERVICES AND TAX/ACCOUNTING FOR THE ENTITY, 5H/WEEK, 1H/WEEK DURING TRADING HOURS, SINCE 01/2020 3.CT PROPERTY CONNECTIONS LLC, INVESTMENT RELATED, 4419 W URBANA CT, BROKEN ARROW, OK, 74012, OWNER, PROPERTY MANAGEMENT SERVICES, RENTAL PROPERTY, PROVIDE TAX/ACCOUNTING SERVICES, 1H/WEEK, 0H/WEEK DURING TRADING HOURS, SINCE 06/2021 4. NAME OF OTHER BUSINESS: CROSS TIMBERS CPAs PLLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX AND ACCOUNTING SERVICES 5. NAME OF OTHER BUSINESS: HIGHPOINT FINANCIAL GROUP LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 36-40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

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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".
CI
CETERA INVESTMENT ADVISERS LLC

CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - SEC (1/13/1984 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.
IAR
Oklahoma
(9/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy Wayne Cramer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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