Makinley Cramer (CRD# 7550552) is an Investment Advisor Representative working at Access Wealth Group, LLC in Hilliard, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Access Wealth Group, LLC | Dublin, OH | Aug 2023 - Current | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2023 - Aug 2023 | < 1 |
| Northwestern Mutual Investment Services LLC | Columbus, OH | Jun 2022 - Aug 2023 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2022 - Aug 2023 | 1 |
| Unemployed | Granville, OH | Dec 2021 - May 2022 | < 1 |
| Kay Jewelers | Heath, OH | Nov 2021 - Dec 2021 | < 1 |
| Granville Exempted Village Schools And Penn State University | Granville, OH | Aug 2004 - Dec 2021 | 17 |
| Heather Koklich | Newark, OH | May 2015 - Aug 2021 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- OH
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts410ACCOUNTS
-
Average Account Value$51,439
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
OH, TX
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