Bruce Anthony Cramer

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → Present
  Cramer Capital Management Llc
  Overland Park, KS
• 09/2014 → 08/2022
  Commonwealth Financial Network
  San Diego, CA
• 08/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2021 → Present
  Cramer Holding Co. Llc
  Smithville, MO
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-09-18 → 2022-09-01
  Commonwealth Financial Network
  San Diego, CA
  Kansas City, MO
• 2008-10-06 → 2014-09-23
  Cetera Advisors Llc
  Kansas City, MO
  Overland Park, KS
• 2007-11-29 → 2008-09-26
  Vsr Financial Services, Inc.
  Overland Park, KS
  Overland Park, KS
• 2000-09-25 → 2007-12-18
  Citigroup Global Markets Inc.
  Kansas City, MO
  Kansas City, MO

Other Businesses

1. NAME OF OTHER BUSINESS: URBAN CORE KANSAS CITY INVESTMENT RELATED: NO ADDRESS: 31ST WEST 31ST KANSAS CITY MO NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2018 POSITION/TITLE/RELATIONSHIP: PAST CHAIR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SUPERVISION OF CHAIR 2. NAME OF OTHER BUSINESS: TRI COUNTY MENTAL HEALTH SERVICES INVESTMENT RELATED: NO ADDRESS: 3100 NE 83RD STREET SUITE 1001 KANSAS CITY, MO NATURE OF BUSINESS: MEDICAL START DATE: 07/2019 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIAL REPORTS FROM CFO 3. NAME OF OTHER BUSINESS: CLAY COUNTY EDC INVESTMENT RELATED: NO ADDRESS: 7001 NORTH LOCUST GLADSTONE, MO NATURE OF BUSINESS: ECONOMIC DEVELOPMENT START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: SECRETARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SECRETARY TO NOTATE BOARD MEETINGS 4. NAME OF OTHER BUSINESS: NORTHLAND COMMUNITY FOUNDATION INVESTMENT RELATED: NO ADDRESS: 1055 BROADWAY BLVD., SUITE 130 KANSAS CITY, MO NATURE OF BUSINESS: FOUNDATION START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: VICE CHAIR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FINALIZING YEAR AS VICE CHAIR SUPERVISING THE CURRENT CHAIR 5. NAME OF OTHER BUSINESS: CRAMER HOLDING CO. LLC INVESTMENT RELATED: NO ADDRESS: 100 N MILL ST.SMITHVILLE, MO 64089 NATURE OF BUSINESS: TAX SAVINGS AND OWNERSHIP OF BUILDING START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: NONE APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: USE FOR TAXES 6. NAME OF OTHER BUSINESS: CRAMER CAPITAL MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2007 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISING AND INVESTING

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-20
• S63 Uniform Securities Agent State Law Examination
  1988-08-26