TC
Timothy W. Cramer
CETERA INVESTMENT ADVISERS LLC
TULSA, OK 74133
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CRD#: 3002863
TC
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Cramer
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;
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Wayne Cramer'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®
Experience
Current
September 29, 2021 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8282 S Memorial Dr Ste 106, Tulsa, OK 74133Office #2: 233 West Broadway, Muskogee, OK 74401RIA
CRD#: 105644
TULSA, OK
Past
September 29, 2021 - August 26, 2024
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
TULSA, OK
Past
May 2, 2014 - October 11, 2021
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
TULSA, OK
Past
January 28, 2014 - October 11, 2021
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
MUSKOGEE, OK
Past
March 3, 1998 - January 20, 2000
RIVES, LEAVELL & CO.
BD
CRD#: 11206
JACKSON, MS
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 - (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.Highlighted states indicate IAR registrations
IAR
Oklahoma(9/29/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Tulsa, OK 74133TRUST BUT VERIFY
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