Peter J Kramer

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 07/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lansing, MI
• 06/2017 → 01/2021
  Jackson National Life Insurance
  Lansing, MI
• 01/2011 → 08/2017
  Middle/High School
  Lansing, MI
• 08/2017 → 05/2021
  Michigan State University
  Lansing, MI
• 12/2021 → Present
  Bank Of America, N.A.
  Lansing, MI

Other Businesses

I*846280For profit or not for profit: Entity For ProfitName of outside business organization: Spartan investors LLCInvestment related: NoAddress of business: Lansing, Michigan, 48911Nature of business: Limited Liability CompanyPosition, title, association: Owner Start date of relationship: 6/1/2022Number of hours devoted: 1 hour MthlyNumber of hours devoted during trading hours: 0Duties: Family LLC to invest in real and personal property. 3 members myself brother and sister but the all ownership is in the company its self there is no partners.I*: 2295279 Entity Type: For ProfitName of OBA: K3 Partners LLCAddress: Lansing, MI 48911Investment Related: NoPosition, Title, Association: I am a member of the LLC i have no management or decision making responsibilitiesEmployee Start Date: 03/01/2025Number of Hours: 0Number of Hours during trading: 0Duties: Nature of business is to manage family real estate interest, and i am a member of the LLC I*3755391 Entity Type: N/A Name of OBA: Chicago Spartans Michigan State Alumni Group Address: Chicago, Illinois, 60610 Investment Related: No Position, Title, Association: N/A Employee Start Date: 02/16/2026 Number of Hours: 3, Weekly Number of Hours during trading: 0, Weekly Duties: The purpose of the Alumni group is to support the alumni of Michigan State University that live in the Chicago area and create opportunities through awareness service and scholarship opportunities for young people in Chicago to go to college My responsibilities are in showing up and organizing events, driving alumni participation and meeting with the 9 other board members to build the reach of our community

Exams

• S66 Uniform Combined State Law Examination
  2021-12-14

Other Names

• Peter Kramer