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KRAMER INVESTMENT SERVICES, LLC
CRD 169769
612 S. WELLS STREET, UNIT G, LAKE GENEVA, WI, 53147, United States
Phone
262-729-4128
Fax
262-729-4137
Registration
— (—)
Source
State registered
Total AUM
$63.0M
Discretionary AUM
$63.0M
Team
3 total employees; 1 advisory reps; 350 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 507 | $63.0M |
All web addresses on file
Official SEC filing: View on IAPD