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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-03-03 |
Branch Locations
10361 W Innovation Dr Ste 300, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cramer Financial Practice | Madison | WI | 06/2026 | Present |
| Brookstone Capital Management | Wheaton | IL | 06/2021 | 04/2023 |
| Silvertree Llc | Stevens Point | WI | 05/2020 | 04/2023 |
| Aig | Stevens Point | WI | 01/2020 | 05/2020 |
| Tecolote Coffee | Bellingham | WA | 08/2019 | 11/2019 |
| Helbachs Coffee Roasters | Madison | WI | 01/2019 | 08/2019 |
| Ruby Roasters | Nelsonville | WI | 06/2018 | 12/2018 |
| Copa Vida | Pasadena | CA | 12/2013 | 04/2018 |
| Unemployed | Stevens Point | WI | 11/2019 | 01/2020 |
| Thrivent Investment Management, Inc. | Stevens Point | WI | 05/2023 | 06/2024 |
| Daniel Demers - Thrivent | Stevens Point | WI | 04/2023 | 05/2023 |
| Thrivent Financial | Appleton | WI | 05/2023 | 08/2023 |
| Thrivent Financial | Appleton | WI | 08/2023 | 06/2024 |
| Wea Member Benefits | Madison | WI | 08/2024 | 03/2026 |
| Wea Investment Services | Madison | WI | 08/2024 | 03/2026 |
| Wea Financial Advisors | Madison | WI | 08/2024 | 03/2026 |
| Principal Life Insurance Company | Wauwatosa | WI | 03/2026 | Present |
| Principal Securities, Inc. | Wauwatosa | WI | 03/2026 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/10/2026 ADDRESS: 10361 Innovation Drive, Ste 300, Wauwatosa WI 53226, United States DESCRIPTION: Sales of fixed products through various vendors including fixed life, fixed annuity, DI, LTC, Health, Medical, and Group Benefits. **Cramer Financial Practice (DBA) POSITION: Cramer Financial Practice NATURE: DI/A&H Insurance, Fee-Based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/ Securities/VA/VL, Seminars/Educational Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2026 ADDRESS: 3009 University Ave, Apt 601, Madison WI 53705, United States DESCRIPTION: We will do financial planning for business owners and households. This will involve written financial plans that outline what they can do with their cash-flow, annuities, securities, insurance and generalized estate planning guidance. We will sell fixed life, disability, long term care insurance, MYGAs, financial plans, securities (ETFs, mutual funds, bonds, approved alternatives). This list is not exhaustive and may involve additional options based on principal's insurance and investment options.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-20 |
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