EK
Erik D. Kramer
STATE FARM INVESTMENT MANAGEMENT
Brighton, MI 48116
Some features on this profile are disabled
CRD#: 4615324
EK
Professional summary
Erik Dahlin Kramer is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Brighton, Michigan and STATE FARM VP MANAGEMENT CORP. located in Wyoming, Michigan.
Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Erik has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 6TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Brighton City Police Department; non-investment related; 440 S 3rd St, Brighton, MI 48116: Public Service; Law Enforcement; 5/31/18; 0%; Reserve Police Officer; Policing Activities- Work festivals, parades, and ride in patrol car.; 10; 2. 2) Erik Kramer Insurance Agency; Investment-related;1036 E Grand River Ave Brighton, MI 48116; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;10/01/2012; 80; 80; Service customers and supervise employees
CRS (Client Relationship Summary) - RIA
Click below to view Erik Dahlin Kramer'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®
NoneExperience
Current
July 30, 2025 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1036 E Grand River Ave, Brighton, MI 48116RIA
CRD#: 3487
Brighton, MI
Current
March 14, 2012 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 1428 44th St Sw Ste C, Wyoming, MI 49509BD
CRD#: 43036
Wyoming, MI
Past
May 25, 2010 - February 23, 2012
EDWARD JONES
RIA
CRD#: 250
HARTLAND, MI
Past
November 6, 2009 - February 23, 2012
EDWARD JONES
BD
CRD#: 250
HARTLAND, MI
Past
April 16, 2008 - November 9, 2009
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
ANN ARBOR, MI
Past
January 20, 2006 - January 22, 2007
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
ANN ARBOR, MI
Past
March 2, 2005 - November 3, 2005
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CINCINNATI, OH
Past
February 3, 2004 - March 4, 2005
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
November 5, 2003 - November 13, 2003
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
March 19, 2003 - July 8, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
March 19, 2003 - July 8, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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
Indiana(12/18/2023)
IAR
Indiana(7/30/2025)
RR
Michigan(3/14/2012)
IAR
Michigan(7/30/2025)
RR
Ohio(12/18/2023)
IAR
Ohio(8/1/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.
CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)BD
Terminated by SEC on 06/30/2001
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
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.
