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Michael Edward Kremer

Michael E. Kremer

SOUTHLAKE, TX
Some features on this profile are disabled
CRD#: 5494537
Michael Edward Kremer

Professional summary

Michael Edward Kremer, CFP®, who also goes by Michael Kremer, was a registered financial advisor .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Kremer

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.
-Independent licensed insurance agent; non registered insurance products.; 1560 E Southlake Blvd. Suite 100 Southlake, TX 76092; Start Date 11/2021; Role/Title: Insurance Agent; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

November 5, 2025 - Present

SOUTHLAKE, TX
Past

February 11, 2019 - October 23, 2025

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
FORT WORTH, TX
Past

November 9, 2018 - October 23, 2025

NYLIFE SECURITIES LLC

BD
CRD#: 5167
DALLAS, TX
Past

October 10, 2012 - February 27, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

April 24, 2008 - February 27, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

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
Texas
(11/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/1/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/23/2008
General Securities Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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