Theodore Krammer, financial advisor Redmond WA
96 score

Theodore Krammer

CRD Number: 4592363
Current Firm: Krammer Financial

Theodore Krammer (CRD# 4592363) is an Investment Advisor Representative working at Krammer Financial in Redmond, WA and has over 14 years of experience in the finance industry. Theodore Krammer 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
Krammer Financial LLC Redmond, WA Aug 2015 - Current 2
Sagepoint Financial Advisors Kenmore, WA Jul 2011 - Nov 2015 4
Axa Advisors, LLC New York, NY Sep 2002 - Jul 2011 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Theodore J. Krammer
Phone Number: 425-968-5382
Registered State(s):
  • MN
  • TX
  • WA
Current Firm Details
Krammer Financial
Firm's CRD Number: 226712
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN, TX, WA

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

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