Oliver Milnes Kramer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 06/2010 → Present
  Lpl Financial Llc
  Chicago, IL

Previous Registrations

• 2003-03-28 → 2010-07-09
  Ameriprise Financial Services, Llc
  Rosemont, IL
  Downers Grove, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. 2/14/2011: DBA ONLY - HANSOM WEALTH MANAGEMENT - CHICAGO, IL. 2. 11/28/2012: NON-VARIABLE INSURANCE - UNITEDHEALTHCARE - UNITED HEALTHCARE/LPL FINANCIAL INSURANCE PILOT - SELLING BOTH HEALTH INSURANCE WITH GOLDENRULE AND AS WELL MEDICARE SOLUTIONS FROM AARP UNITEDHEALTHCARE. - TIME SPENT 10% - CHICAGO, IL. 3. 12/18/2012: NON-VARIABLE INSURANCE - AFLAC - APPOINTED AGENT WITH AFLAC - TIME SPENT 1% - CHICAGO, IL. 4. 12/18/2012: OTHER-HEALTH INSURANCE - FLEXIBLE BENEFIT SERVICE CORPORATION - APPOINTED AGENT WITH BLUECROSSBLUESHIELD OF ILLINOIS DOING BUSINESS THROUGH LPL APPROVED GENERAL AGENT FLEXIBLE BENEFIT. - TIME SPENT 5% - CHICAGO, IL 5. 06/19/2014 - AMERICAN SENIOR SERVICES, INC. - NON-VARIABLE INSURANCE - TIME SPENT 4 HOURS - CHICAGO, IL 6. 2/1/2018 - Hansom Insurance Advisors - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 07/01/2014 - 20 Hours Per Month/0 During Securities Trading. 7. 01/20/2022 - Humana - Investment Related - 321 N Clark Street, 5011, Chicago, IL 60661 - Non-Variable Insurance - Start Date: 01/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 8. 01/20/2022 - Aetna - Investment Related - 321 N Clark Street, Ste 5011, Chicago, IL 60661 - Non-Variable Insurance - Start Date: 01/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 9. 01/20/2022 - Mutual of Omaha - Investment Related - 321 N Clark Street, Ste 5011, Chicago, IL 60661 - Non-Variable Insurance - Start Date: 02/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 10. 01/20/2022 - WellCare - Investment Related - 321 N Clark Street, Ste 5011, Chicago, IL 60654- Non-Variable Insurance - Start Date: 01/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 11. 01/20/2022 - Colonial Life - Investment Related - 321 N Clark Street, Suite 3011, Chicago, IL 60654- Non-Variable Insurance - Start Date: 01/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading. 12. 06/04/2024 - GP Agency - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 05/15/2024 - 4 Hours Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-03-26
• S63 Uniform Securities Agent State Law Examination
  1997-05-22

Other Names

• Oliver Milnes Kramer