Logan Michael Kramer
CFP®, CIMA®Professional Summary
Logan Michael Kramer, CFP®, CIMA®, who also goes by Logan M Kramer, Logan Kramer, is a registered financial advisor currently at VIRTUS INVESTMENT ADVISERS, LLC located in Spring Park, Minnesota and VP DISTRIBUTORS, LLC located in Hartford, Connecticut. Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Logan has worked at 6 firms and has passed the Series 66, SIE and Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Logan Michael Kramer, Logan M Kramer, Logan Kramer
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Credentials
Years of Experience
10 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.
Contact Information
Main Address
One Financial Plaza 26th Floor, Hartford, CT 06103Phone Number
(800) 248-7971# of Employees
1SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
106AUM (Assets Under Management)
$51,744,428,475Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
PHOENIX INVESTMENT COUNSEL, INC | VIRTUS INVESTMENT ADVISERS, LLC | VIRTUS INVESTMENT ADVISERS, INC.
State Registrations and Notice Filings
(11/11/2026)
(11/11/2026)
(11/11/2026)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Logan Michael Kramer's CRS (Customer Relationship Summary).
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