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Detailed Report
JAMES PAUL KRAMER
JIM KRAMER
CRD#: 2053881
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Investment Adviser
KRAMER INVESTMENT SERVICES, LLCCRD#: 169769 612 S. WELLS STREET, UNIT G
LAKE GENEVA, WI 53147
Registration History
201020122014201620182020202220242026IAKRAMER INVESTMENT SERVICES, LLC (CRD# 169769)2013 - Present (11 years)IAOLDENBURG & KRAMER INVESTMENT ... (CRD# 152929)2010 - 2013 (3 years)
License(s)

State Registrations

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Florida 1/26/2021
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Texas 10/19/2022
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Illinois 2/27/2014
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Wisconsin 11/15/2013
Current Registration(s)
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KRAMER INVESTMENT SERVICES, LLC (CRD#:169769)
612 S. WELLS STREET, UNIT G, LAKE GENEVA, WI 53147
Registered with this firm since 11/15/2013
Previous Registration(s)
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 02/01/2010 - 11/14/2013 OLDENBURG & KRAMER INVESTMENT SERVICES LLC (CRD#:152929) BURLINGTON, WI
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.