Jason Lee Kramar

Current Employers

Employment History

• 01/2015 → 06/2019
  Thrivent Investment Management Inc
  Deforest, WI
• 06/2015 → 06/2019
  Thrivent Financial
  Appleton, WI
• 06/2019 → 09/2021
  The Prudential Insurance Company Of America
  Madison, WI
• 06/2019 → 09/2021
  Pruco Securities, Llc
  Madison, WI
• 10/2020 → Present
  National Guardian Life
  Madison, WI
• 10/2019 → Present
  Midwestern Marketing
  Madison, WI
• 10/2020 → Present
  Di Broker East
  Madison, WI
• 11/2004 → Present
  Revocable Living Trust
  Madison, WI
• 08/2021 → 04/2023
  Statehouse Investments
  Madison, WI
• 09/2021 → 12/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2022 → Present
  J Johnson & Associates
  Manitowoc, WI
• 09/2022 → Present
  Dock Financial Solutions
  Manitowoc, WI
• 06/2023 → 12/2023
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2023 → Present
  Osaic Wealth, Inc.
  Manitwooc, WI

Previous Registrations

• 2023-06-29 → 2023-12-26
  Cetera Investment Advisers Llc
  Deforest, WI
  Manitowoc, WI
• 2021-09-02 → 2023-06-29
  Cetera Wealth Services, Llc
  Manitowoc, WI
  Madison, WI
  Deforest, WI
• 2019-07-05 → 2021-09-14
  Pruco Securities, Llc.
  Wauwatosa, WI
  Madison, WI
• 2015-03-27 → 2019-06-19
  Thrivent Investment Management Inc.
  De Forest, WI
  Madison, WI

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2015; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND FUNERAL TRUSTS; 2. NATIONAL GUARDIAN LIFE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT / INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE FUNERAL INSURANCE POLICIES; 3. DI BROKER EAST; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT / INDEPENDENT CONTRACTOR; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PROVIDE DISABILITY INSURANCE PRODUCTS; 4. REVOCABLE LIVING TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PARENTS REVOCABLE LIVING TRUST; START DATE: 11/2004; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: NAMED TRUSTEE; 5. DOCK FINANCIAL SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: OWNER, TAX PREPARER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND FILINGS; 6. DOCK FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 9/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 7. DOCK FINANCIAL SOLUTIONS POSITION: Owner NATURE: Tax preparation and planning Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/20/2022 ADDRESS: 2415 Western Ave, Manitowoc WI 54220, United States DESCRIPTION: Tax prep and planning 8. DOCK FINANCIAL SOLUTIONS POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/17/2004 ADDRESS: 2415 Western Ave, Manitowoc WI 54220, United States DESCRIPTION: Trustee for parents' trust 9. DOCK FINANCIAL SOLUTIONS POSITION: Owner NATURE: Life, Health, Disability insurance (fixed) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/15/2015 ADDRESS: 2415 Western Ave, Manitowoc WI 54220, United States DESCRIPTION: Offer life, health and disability insurance as part of holistic financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-26