Advisor at Mitchell Kramer Advisors 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
Mitchell Kramer Advisors LLC
Location
Sullivan, MO
Credentials
Series 66
Industry experience
3 years
Mitchell Kramer is the principal of Mitchell Kramer Advisors LLC and holds a Series 66 license with three years of industry experience. Before founding his firm, he worked at Stifel for four years and has a diverse background including roles in insurance and construction. Outside of finance, he is involved in equine and rodeo announcing through his ownership of Showcase Elite Equine LLC and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a variety of analytical methods and strategies, primarily recommending blue-chip equities, and offers both discretionary and non-discretionary management alongside hourly financial planning options.
Based on Mitchell Kramer Advisors LLC
1.50% annually
$100 per hour (negotiable)
Sullivan, MO
Missouri
Mitchell Kramer Advisors LLC
2024 - Present (2 years)
B&B Concrete Contractors, LLC
2023 - 2024 (1 year)
Stifel
2019 - 2023 (4 years)
Menards DC
2019 - 2019 (1 year)
Bangert Insurance Agency - State Farm
2018 - 2019 (1 year)
Schicker Automotive
2016 - 2018 (2 years)
Student
2014 - 2016 (2 years)
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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.
Series 66
Cuba, MO
Raymond James Financial
Series 63, Series 65
Sullivan, MO
Raymond James Financial
Series 66
Cuba, MO
Raymond James Financial
Series 63, Series 65
St Clair, MO
Ameriprise
Series 63, Series 66
Cuba, MO
Edward Jones
Series 63, Series 66
Sullivan, MO
Cetera
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