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612 S. Wells Street, Unit G, Lake Geneva, WI 53147 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-12 |
| WI | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED_RES | 2022-10-19 |
| IL | RA | APPROVED | 2014-02-27 |
Branch Locations
612 S. Wells Street, Unit G, Lake Geneva, WI 53147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Lake Geneva | WI | 11/2013 | Present |
| Kramer Investment Services, Llc | Lake Geneva | WI | 11/2013 | Present |
| Kramer Investment And Insurance Services, Inc. | Lake Geneva | WI | 06/2015 | Present |
1)INSURANCE AGENT; INVESTMENT-RELATED; BURLINGTON, WI; INSURANCE SERVICES; INSURANCE AGENT; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS 2)KRAMER INVESTMENT AND INSURANCE SERVICES, INC. OWNER, AGENT 50% OF TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-30 |
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