Advisor at TCP Asset Management, LLC
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Firm
TCP Asset Management, LLC
Location
Fort Wayne, IN 46809
Credentials
Series 63, Series 65
Industry experience
21 years
Krista Kramer is a financial advisor at TCP Asset Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Advisors Corporation and United Planners. Since 2025, she has also worked as a financial coach. TCP Asset Management advises individual and institutional clients, including high-net-worth individuals and pension plans, offering discretionary portfolio management and financial planning with a long-term investment approach.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
7702 Bluffton Rd., Suite 201
Fort Wayne, IN 46809
Indiana
Krista Kramer
2025 - Present (1 year)
TCP Asset Management, LLC
2017 - Present (9 years)
TCP Asset Management, LLC
2017 - Present (9 years)
Trendency Capital Partners
2017 - 2017 (1 year)
United Planners
2016 - Present (10 years)
Krista Kramer
2007 - Present (19 years)
Lincoln Financial Advisors Corporation
2004 - 2016 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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®, Series 63
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