Anna Kramer, financial advisor Phoenix AZ
96 score

Anna Kramer

CRD Number: 3155695
Current Firm: Usaa Financial Planning Services

Anna Kramer (CRD# 3155695) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 17 years of experience in the finance industry. Anna Kramer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Maricopa County Elections Department Phoenix, AZ Nov 2012 - Current 4
Usaa Financial Advisors, Inc. Phoenix, AZ Nov 2004 - Current 12
Usaa Financial Planning Services Phoenix, AZ Nov 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Anna E. Kramer
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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