Advisor at Kramer Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kramer Investment Services, LLC
Location
Lake Geneva, WI 53147
Credentials
Series 65
Industry experience
16 years
James Kramer is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Kramer Investment Services, LLC and has been self-employed since 2013. Kramer also owns and operates Kramer Investment and Insurance Services, Inc., where he spends a significant portion of his time as an insurance agent. Kramer Investment Services, LLC provides discretionary investment management, financial planning, and liaison services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses fundamental, technical, and cyclical analysis to construct and monitor portfolios and is notable for its use of derivatives and futures within separately managed accounts, as well as for serving a large client base without a firm account minimum.
Based on Kramer Investment Services, LLC
Based on Kramer Investment Services, LLC
Fixed fees for financial planning services ranging from $200 to $2,500 based on plan type and complexity.
$0 - $750,000: 1.00% Over $750,000+: Negotiable
$200 per hour for financial planning services.
Fee-only: Financial planning fixed fees ranging from $200 to $2,500 depending on plan complexity; hourly fees at $200/hour.
612 S. Wells Street, Unit G
Lake Geneva, WI 53147
Florida · Illinois · Texas · Wisconsin
Kramer Investment And Insurance Services, Inc.
2015 - Present (11 years)
Kramer Investment Services, LLC
2013 - Present (13 years)
SELF EMPLOYED
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Delavan, WI
Dylan Lund Financial, LLC
The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.
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CFP®, CFA®, Series 63
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Series 63, Series 65
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