Kenneth Kramer
CRD Number: 2822605Current Firm: United Planners' Financial Services Of America A Limited Partner
Kenneth Kramer (CRD# 2822605) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hopkins, MN and has over 27 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Nov 2017 - Current | 6 |
| Munkeby Kramer Dba Munkeby Financial, Inc. | Hopkins, MN | Jan 2008 - Current | 16 |
| Munkeby Financial, Inc. | Hopkins, MN | Jan 1997 - Current | 27 |
| Kenneth Kramer Independent Insurance | Hopkins, MN | Jan 1996 - Current | 28 |
| My Legacy Advisors, LLC | Hopkins, MN | Sep 2017 - Jan 2020 | 2 |
| Sii Investments, Inc. | Hopkins, MN | Aug 2007 - Nov 2017 | 10 |
| Sii Investments, Inc. | Deephaven, MN | Aug 2007 - Nov 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- MN
- TX
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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