Brent KramerCRD Number: 6685131
Current Firm: Ubs Financial Services Inc.
Brent Kramer (CRD# 6685131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greeley, CO and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Wells Fargo Advisors Financial Network, LLC
|Ubs Financial Services Inc.||Greeley, CO||Mar 2020 - Current||< 1|
|Tiaa-cref Individual & Institutional Services, LLC||Denver, CO||Aug 2016 - Mar 2020||3|
|Tiaa||Denver, CO||Aug 2016 - Mar 2020||3|
|Unemployed||Denver, CO||Apr 2016 - Aug 2016||< 1|
|Mckesson Corporation||Aurora, CO||Mar 2007 - Apr 2016||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management591,361MILLIONS
Total Number of Accounts975,301ACCOUNTS
Average Account Value$606,337
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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