Austin Kramer, financial advisor Covington KY

Austin Kramer

CRD Number: 6799212
Current Firm: Fidelity Personal And Workplace Advisors

Austin Kramer (CRD# 6799212) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has over 3 years of experience in the finance industry.

Similar Advisors
Alexis Abanto, financial advisor Covington KY
Alexis G. Abanto
CRD# 6665238
U.s. Bancorp Investments, Inc.
Similar Advisors
Eric Aber, financial advisor Covington KY
Eric M. Aber
CRD# 6428654
Renaissance Investment Management
Similar Advisors
Peter Abi-Nader, financial advisor Covington KY
Peter J. Abi-Nader
CRD# 4600518
Journey Advisory Group, LLC
Company Name Location Dates Years
Fidelity Brokerage Services, LLC Covington, KY May 2017 - Current 3
Education At Work Norwood, OH Jan 2016 - May 2017 1
Northern Kentucky University Highland Heights, KY May 2012 - May 2017 5
U.s. Bank Corp Alexandria, KY May 2016 - Aug 2016 < 1
Knotty Pine On The Bayou Cold Spring, KY Nov 2013 - Mar 2016 2
Student Painters Shelby Township, MI Jan 2015 - Aug 2015 < 1
Empress Chili Alexandria, KY Feb 2014 - Aug 2014 < 1
Sirs Highland Heights, KY Jul 2012 - Jul 2012 < 1
Bishop Brossart High School Alexandria, KY May 2008 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Austin J. Kramer
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.