Russell Kramer, financial advisor Grimes IA

Russell Kramer

CRD Number: 2365564
Current Firm: Independent Wealth Network, Inc.

Russell Kramer (CRD# 2365564) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Grimes, IA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
K&s Financial Services W Des Moines, IA Apr 2004 - Current 19
Broker Dealer Financial Services Corp. Grimes, IA Jun 2005 - Aug 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
S66 NASAA Uniform Combined State Law Examination Oct 2010
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Russell J. Kramer
Phone Number: 515-461-5123
Registered State(s):
  • AZ
  • FL
  • IL
  • IA
  • KS
  • MN
  • MO
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    2,298
    ACCOUNTS
  • Average Account Value
    $127,425
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV, WY

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