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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-03 |
| OH | RA | APPROVED | 2026-06-01 |
| MS | RA | APPROVED | 2026-01-02 |
| NE | RA | APPROVED | 2025-01-02 |
| KS | RA | APPROVED | 2024-08-14 |
| CA | RA | APPROVED | 2024-07-01 |
| MO | RA | APPROVED | 2023-08-17 |
| MN | RA | APPROVED | 2023-05-30 |
| FL | RA | APPROVED | 2023-05-10 |
| AZ | RA | APPROVED | 2022-12-15 |
| IA | RA | APPROVED | 2021-06-29 |
Branch Locations
Kramer Wealth Advisory 101 Se 2Nd Street, Grimes, IA 50111 • United States
2350 Nw 128Th St, Urbandale, IA 50323 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellmark Blue Cross Blue Shield | Des Moines | IA | 06/2016 | 11/2022 |
| Self Employed | Des Moines | IA | 11/2012 | Present |
| Independent Wealth Network | Urbandale | IA | 06/2021 | Present |
Self-Employed; not investment related; various addresses; Referee; Sports Officiating; 11/2012; 10-20 hours per month; 0 during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-22 |
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