Kay Kramer, financial advisor Edina MN
96 score

Kay Kramer

CRD Number: 1351681
Current Firm: Birchwood Financial Partners, Inc.

Kay Kramer (CRD# 1351681) is an Investment Advisor Representative working at Birchwood Financial Partners, Inc. in Edina, MN and has over 31 years of experience in the finance industry. Kay Kramer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Birchwood Financial Parnters, Inc. Edina, MN Mar 2014 - Current 2
Advisornet Financial, Inc. Minneapolis, MN Jul 2012 - Aug 2014 2
Kramer Lothrop Brewer Financial, Inc. Edina, MN Nov 1990 - Mar 2014 23
Financial Network Investment Corporation El Segundo, CA Aug 1996 - Dec 2012 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
Contact Info for Kay E. Kramer
Phone Number: 952-885-9088
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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