PK
Paul Kramer
MILES BROWN ASSET MANAGEMENT
Nipomo, CA
CRD#: 8237649
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PK
Paul KramerMILES BROWN ASSET MANAGEMENT
Professional summary
Paul Kramer is a registered financial advisor currently at MILES BROWN ASSET MANAGEMENT located in Nipomo, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Paul has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul 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
March 12, 2026 - Present
MILES BROWN ASSET MANAGEMENT
RIA
CRD#: 283960
Nipomo, CA
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
California(3/12/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MB
MILES BROWN ASSET MANAGEMENT
MILES BROWN ASSET MANAGEMENT | MILES BROWN ASSET MANAGEMENT, LLC
CRD#: 283960 / SEC#:
California
Registered Investment Advisory firm - (7/26/2016 Approved)Loading...
Contact information
Main Address
4863 Old Redwood Highway Suite B, Santa Rosa, CA 95403
Mailing Address
Phone number
(707) 595-8702
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 73,419,034 |
Red Flags
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