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MK

Mitchell R. Kramer

MITCHELL KRAMER ADVISORS LLC
SULLIVAN, MO
Some features on this profile are disabled
CRD#: 7196703
MK

Professional summary

Mitchell Roy Kramer is a registered financial advisor currently at MITCHELL KRAMER ADVISORS LLC located in Sullivan, Missouri.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mitchell has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
Showcase Elite Equine LLC dba CowboyCast; 2978 Highway H, Sullivan, MO 63080; Equine/Rodeo announcing & podcast services; Owner & Announcer; Providing horse and livestock event announcing, music services and podcasting; 03/04/2022; 20 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. Mitchell Kramer- independent insurance agent; investment related: yes, 2978 HIGHWAY H, SULLIVAN, MO; insurance agent; title: president; approximately 0 hours per month are spent currently spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Roy 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®
None

Experience

Current

October 1, 2024 - Present

MITCHELL KRAMER ADVISORS LLC

RIA
CRD#: 332162
SULLIVAN, MO
Past

April 11, 2022 - July 11, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
ROLLA, MO
Past

July 14, 2021 - July 11, 2023

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ROLLA, MO

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
Missouri
(10/1/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/8/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/13/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/13/2020
Securities Industry Essentials Examination

Current Firm

MK
MITCHELL KRAMER ADVISORS LLC
MITCHELL KRAMER ADVISORS LLC

CRD#: 332162 / SEC#:

Missouri
Registered Investment Advisory firm - (10/1/2024 Approved)
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Contact information

Main Address
Sullivan, MO
Mailing Address
Phone number
(314) 780-7704
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

MITCHELL KRAMER ADVISORS LLC

CRD#: 332162Sullivan, MO

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