Kai Kramer (CRD# 6814303) is an Investment Advisor Representative working at Platt Wealth Management in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 1563615
Ubs Financial Services Inc.
CRD# 2705314
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Platt Wealth Management LLC | San Diego, CA | Feb 2021 - Current | 3 |
| Yasukochi Family Farms | Carlsbad, CA | Oct 2020 - Jan 2021 | < 1 |
| Unemployed | Carlsbad, CA | May 2020 - Sep 2020 | < 1 |
| Ucla | Los Angeles, CA | Jun 2018 - May 2020 | 1 |
| Palomar College | San Marcos, CA | Aug 2016 - May 2018 | 1 |
| Ameriprise Financial Services, Inc. | Carlsbad, CA | Dec 2017 - Jan 2018 | < 1 |
| Ameriprise Financial Services, Inc. | Carlsbad, CA | Jun 2017 - Sep 2017 | < 1 |
| Sports Authority | Encinitas, CA | Jun 2016 - Aug 2016 | < 1 |
| La Costa Canyon High School | Carlsbad, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
-
Total Assets Under Management295MILLIONS
-
Total Number of Accounts511ACCOUNTS
-
Average Account Value$576,779
- 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
CA, TX
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