Edward William Kramer Ii
CFP®Professional Summary
Edward William Kramer II, CFP®, who also goes by Eddie W Kramer, Eddie William Kramer II, is a registered financial advisor currently at SSB&T WEALTH MANAGEMENT, LLC located in Fredericksburg, Texas. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Edward has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
- Business Services
- Risk Management & Insurance
- Tax Planning
- Education Funding
Specializations
Other Aliases
Eddie W Kramer, Eddie William Kramer Ii
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
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.
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
Current Firm
SSB&T WEALTH | SSB&T WEALTH MANAGEMENT, LLC
Contact Information
Main Address
202 W. San Antonio Street, Fredericksburg, TX 78624Phone Number
(830) 997-7575# of Employees
6SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
168AUM (Assets Under Management)
$445,050,258Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
Primary Firm SEC Registration
SSB&T WEALTH | SSB&T WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(9/29/2023)
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.
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Edward William Kramer II's CRS (Customer Relationship Summary).
Services Offered by Edward
- Estate & Legacy Planning
- Retirement Planning
- Investment Management
- Financial Planning
- Business Services
- Risk Management & Insurance
- Tax Planning
- Education Funding
Similar Advisors
FLAGSHIP HARBOR ADVISORS, LLC
TREASURE VALLEY FINANCIAL PLANNING
OSAIC WEALTH, INC.
INTELLICAPITAL ADVISORS LLC
