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Mitchell Roy Kramer

Mitchell Kramer Advisors LLC

Sullivan, MO

CRD 7196703

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Employer firm

Mitchell Kramer Advisors LLC CRD 332162

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Mitchell Kramer Advisors Llc

Sullivan, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-10-01
  • MO RA
    APPROVED
    Since 2024-10-01

Branch Locations

Sullivan, MO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stifel Rolla MO 11/2019 07/2023
Menards Dc Sullivan MO 08/2019 11/2019
Bangert Insurance Agency - State Farm Union MO 04/2018 07/2019
Schicker Automotive Union MO 06/2016 04/2018
B&B Concrete Contractors, Llc Sappington MO 08/2023 06/2024
Mitchell Kramer Advisors Llc Sullivan MO 04/2024 Present
  • 11/2019 → 07/2023
    Stifel
    Rolla, MO
  • 08/2019 → 11/2019
    Menards Dc
    Sullivan, MO
  • 04/2018 → 07/2019
    Bangert Insurance Agency - State Farm
    Union, MO
  • 06/2016 → 04/2018
    Schicker Automotive
    Union, MO
  • 08/2023 → 06/2024
    B&B Concrete Contractors, Llc
    Sappington, MO
  • 04/2024 → Present
    Sullivan, MO
Previous Registrations
Other Businesses

Showcase Elite Equine LLC dba CowboyCast; 2978 Highway H, Sullivan, MO 63080; Equine/Rodeo announcing & podcast services; Owner & Announcer; Providing horse and livestock event announcing, music services and podcasting; 03/04/2022; 20 Hours per Month; Not During Securities Trading Hours; Not Investment-Related. Mitchell Kramer- independent insurance agent; investment related: yes, 2978 HIGHWAY H, SULLIVAN, MO; insurance agent; title: president; approximately 0 hours per month are spent currently spent on this activity. Cowboy Mounted Shooting Association - Not Investment-Related; 2978 Highway H Sullivan, MO 63080; Western Sports Organization; President; 1/1/2026; 40 hours per month during non-trading hours; Leadership role.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2022-04-08

View on SEC IAPD

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