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KC

Kira L. Cramer

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CRD#: 6305144
KC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kira Lee Cramer, who also goes by Kira Cramer, was a registered financial professional .

Kira is a previously registered financial professional and started their career in finance in 2014. Kira had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kira 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.
The advisor shows no other business activity.

Blog Corner


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®
None

Experience


Past

February 10, 2017 - December 7, 2018

TRUNORTH FINANCIAL SERVICES, INC.

RIA
CRD#: 111308
CHAMBERSBURG, PA
Past

April 21, 2016 - January 4, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CHAMBERSBURG, PA
Past

May 28, 2014 - January 4, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CHAMBERSBURG, PA

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".
TF
TRUNORTH FINANCIAL SERVICES, INC.
THOMAS CLEVELAND TUCKER | TUCKER FINANCIAL SERVICES, INC. | TRUNORTH FINANCIAL SERVICES, INC.

CRD#: 111308 / SEC#: 801-112919

RIA
Registered Investment Advisory firm - (4/20/2018 Approved)
Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/24/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/7/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TF
TRUNORTH FINANCIAL SERVICES, INC.
THOMAS CLEVELAND TUCKER | TUCKER FINANCIAL SERVICES, INC. | TRUNORTH FINANCIAL SERVICES, INC.

CRD#: 111308 / SEC#: 801-112919

RIA
Registered Investment Advisory firm - (4/20/2018 Approved)
Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)
Pennsylvania
Registered Investment Advisory firm - (5/24/2018 Terminated)
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Contact information


Main Address
425 Phoenix Drive, Chambersburg, PA 17201
Mailing Address
Phone number
(717) 267-1426
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUNORTH FINANCIAL SERVICES, INC. PART 2 FORM ADV (3/24/2025)

Regulatory assets under management


Total Number of Accounts1,085
AUM (Assets Under Management)$ 257,928,288

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


TRUNORTH FINANCIAL SERVICES, INC.

CRD#: 111308

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