JK
JK

Jared Benjamin Kramer

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,365 clients
Average Client Portfolio
$310K average
Assets Under Management
$422.6M

Fee Structure

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Location

Kramer Wealth Advisory, 101 SE 2nd Street, Grimes, IA, 50111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jared is self-employed as a sports referee since 2012. This activity takes about 10-20% of his time, but none during trading hours.

Employment History
Current Registrations
Independent Wealth Network, INC.
June 2021 - Present · 4 yrs 8 mos
State Registrations9 states
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Advisor
Exams
No exam information available for this advisor.