Kimberly Kramer, financial advisor Ligonier PA
93 score

Kimberly Kramer

CRD 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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Advisors Liognier, PA Oct 2015 - Current 1
Retirement Wealth Advisors Inc. Jenison, MI Feb 2014 - Current 2
Lagacy Wealth Solutions, Inc. Ligonier, PA Nov 2013 - Current 3
Adair Financial Group Pittsburgh, PA May 2011 - Current 5
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
Contact Info for Kimberly D. Kramer
Phone Number: 512-776-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $501,781
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, MN, MO, ND, NE, NJ, NM, NY, OK, PA, SD, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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