Robert Kramer, financial advisor Tulsa OK

Robert Kramer

CRD Number: 1934782
Current Firm: Pinnacle Investment Advisors

Robert Kramer (CRD# 1934782) is an Investment Advisor Representative working at Pinnacle Investment Advisors in Tulsa, OK and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Investment Advisors Tulsa, OK Mar 1996 - Current 28
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert B. Kramer
Phone Number: 918-582-6864
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    412
    MILLIONS
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $935,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

OK

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