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JASON LEE KRAMAR
CRD#: 6431221
IA
B
OSAIC WEALTH, INC.CRD#: 23131 2415 Western Avenue
Manitowoc, WI 54220
Manitowoc, WI 54220
0
Disclosures
10
Years of Experience
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State Registrations
B
Alaska 12/19/2023
B
Minnesota 12/19/2023
B
Arizona 12/19/2023
B
Nebraska 12/19/2023
B
California 12/19/2023
B
Ohio 12/19/2023
B
Connecticut 12/19/2023
B
Utah 12/19/2023
B
Florida 12/19/2023
B
Washington 12/19/2023
B
Illinois 12/19/2023
B
Wisconsin 12/19/2023
B
Michigan 12/19/2023
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Wisconsin 12/19/2023
SRO Registrations
B
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IA
Registered with this firm since 12/19/2023
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Registered with this firm since 12/19/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 06/29/2023 - 12/26/2023 | MANITOWOC, WI | |
B | 09/02/2021 - 12/26/2023 | MANITOWOC, WI | |
IA | 09/02/2021 - 06/29/2023 | MANITOWOC, WI | |
IA | 07/05/2019 - 09/14/2021 | MADISON, WI | |
B | 06/11/2019 - 09/14/2021 | MADISON, WI | |
IA | 03/27/2015 - 06/19/2019 | DEFOREST, WI | |
B | 03/04/2015 - 06/19/2019 | DEFOREST, WI |
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B
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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.