Kramer Investment Services, LLC

Kramer Investment Services, LLC (CRD# 169769) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $52,990,460 in 534 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
612 S. Wells Street, Unit G, Lake Geneva, WI 53147
http://kramerconnect.com/
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    534
    ACCOUNTS
  • Average Account Value
    $99,233
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Kramer Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Kramer, financial advisor Lake Geneva WI
James P. Kramer
CRD#: 2053881
612 S. Wells Street, Unit G, Lake Geneva, WI 53147

James Kramer (CRD# 2053881) is an Investment Advisor Representative working at Kramer Investment Services, LLC in Lake Geneva, WI and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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