Kimberly KramerCRD Number: 4602644
Current Firm: Lion Street Advisors, LLC
Kimberly Kramer (CRD# 4602644) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Ligonier, PA and has over 14 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Cadaret Grant & Co Inc.
Cambridge Investment Research Advisors, Inc.
|Lion Street Advisors||Liognier, PA||Oct 2015 - Current||1|
|Retirement Wealth Advisors Inc.||Jenison, MI||Feb 2014 - Current||3|
|Lagacy Wealth Solutions, Inc.||Ligonier, PA||Nov 2013 - Current||3|
|Adair Financial Group||Pittsburgh, PA||May 2011 - Current||6|
|Mid Atlantic Financial Management, Inc.||Pittsburgh, PA||May 2012 - Nov 2013||1|
|Financial Network||El Segundo, CA||Feb 2010 - May 2011||1|
|Benchmark||Washington, PA||Jan 2010 - May 2011||1|
|Unemployed||Ligonier, PA||Oct 2009 - Jan 2010||< 1|
|Pnc Investments||Pittsburgh, PA||Oct 2009 - Oct 2009||< 1|
|National City Corporation||Pittsburgh, PA||Jun 2006 - Oct 2009||3|
|Natcity Investments, Inc.||Cleveland, OH||Jun 2006 - Oct 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management100MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$501,781
- 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)
AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, MO, ND, NE, NJ, NM, NY, OK, PA, SD, TX, VA