Anna KramerCRD 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 18 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Maricopa County Elections Department||Phoenix, AZ||Nov 2012 - Current||5|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Nov 2004 - Current||13|
|Usaa Financial Planning Services||Phoenix, AZ||Nov 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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