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MITCHELL STEVEN KRAMER
MITCHELL STEVEN KRAMER N/A
CRD#: 2728798
IA
Investment Adviser
B
Broker
FLUENT FINANCIAL, LLCCRD#: 170041 14800 LANDMARK BLVD.
SUITE 848
DALLAS, TX 75254
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 14800 LANDMARK BLVD
SUITE 848
DALLAS, TX 75254
Registration History
19961998200020022004200620082010201220142016201820202022202420263 FIRMS1996 - 2005 (9 years)IAFLUENT FINANCIAL, LLC (CRD# 170041)2014 - Present (11 years)BPRIVATE CLIENT SERVICES, LLC (CRD# 120222)2018 - Present (6 years)BLPL FINANCIAL LLC (CRD# 6413)2005 - 2018 (12 years)IALPL FINANCIAL LLC (CRD# 6413)2005 - 2014 (8 years)
License(s)

State Registrations

B
Arizona 3/5/2021

B
Oklahoma 7/2/2018

B
Colorado 4/27/2021

IA
Texas 1/6/2014

B
Florida 7/2/2018

B
Texas 7/2/2018

B
New Mexico 7/2/2018

B
Virginia 7/2/2018

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FLUENT FINANCIAL, LLC (CRD#:170041)
14800 LANDMARK BLVD. SUITE 848, DALLAS, TX 75254
Registered with this firm since 1/6/2014

B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
14800 LANDMARK BLVD SUITE 848, DALLAS, TX 75254
Registered with this firm since 7/2/2018

Previous Registration(s)
th hidden textth hidden textNameLocation
B
08/01/2005 - 07/16/2018 LPL FINANCIAL LLC (CRD#:6413) DALLAS, TX
IA
08/01/2005 - 06/03/2014 LPL FINANCIAL LLC (CRD#:6413) DALLAS, TX
IA
05/13/1996 - 08/02/2005 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) DALLAS, TX
B
05/07/1996 - 08/02/2005 AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363) MINNEAPOLIS, MN
B
05/07/1996 - 08/02/2005 IDS LIFE INSURANCE COMPANY (CRD#:6321) MINNEAPOLIS, MN
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B
Broker
IA
Investment Adviser
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.