Nash Kramer
Advisor at Edward Jones
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
General retirement planning
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Retirement withdrawal strategies
Work history
Edward Jones
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Mayo Clinic
2020 - 2023 (3 years)
Unemployed
2019 - 2020 (1 year)
University of Minnesota-Morris
2016 - 2019 (3 years)
Unemployed
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Wayne M
CFP®, Series 66
Winona, MN
Edward Jones
Daniel G
Series 63, Series 65
Galesville, WI
Merrill
Daniel Gardner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to manage retirement income and address retirement needs, offering a comprehensive approach to wealth management. Daniel begins by understanding each client's financial situation and priorities to develop personalized strategies that can adapt to changing market conditions and client needs. His expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and women and wealth. Daniel provides access to the investment insights of Merrill and the banking and lending solutions of Bank of America to support various aspects of clients' financial lives. He holds the Personal Investment Advisor (PIA) designation. Daniel earned a bachelor's degree from the University of Wisconsin System. Outside of his professional work, he enjoys music, reading, and spending time with his family.
Aleah H
Series 66
Winona, MN
Edward Jones
Kevin M
CFP®, PFS™, Series 63, Series 65, Series 66
Winona, MN
Edward Jones
Kimberly C
Series 63, Series 66
Winona, MN
Edward Jones
John H
Series 63
Winona, MN
Edward Jones
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