Kramer Investment Services, LLC

Kramer Investment Services, LLC (CRD# 169769) is a financial advisory firm headquartered in Lake Geneva, WI. They manage $1,126,368 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Kramer Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
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 8 years of experience in the finance industry.

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