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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-11-23 |
| FL | RA | APPROVED | 2020-09-29 |
| TX | RA | APPROVED_RES | 2020-04-20 |
| AZ | RA | APPROVED | 2018-09-17 |
| NE | RA | APPROVED | 2018-08-31 |
| IA | RA | APPROVED | 2018-08-29 |
| MO | RA | APPROVED | 2018-08-27 |
| IL | RA | APPROVED | 2018-08-23 |
Branch Locations
Kramer Wealth Advisory 101 Se 2Nd Street, Grimes, IA 50111 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| K&S Financial Services | W Des Moines | IA | 04/2004 | Present |
| Broker Dealer Financial Services Corp. | Grimes | IA | 06/2005 | 08/2018 |
1. RUSSELL KRAMER;SELF; WRITING FIXED INSURANCE THROUGH BROKERS CLEARING HOUSE AND MIDLAND NATIONAL; 40 HOURS PER MONTH SPENT ON THIS ACTIVITY/5 DURING TRADING HOURS. 2. GRIMES FINANCIAL FUTURES TRADING LLC; 101 SE 2ND STREET, GRIMES, IA; OWNER/BROKER; HEDGING CORN/SOYBEAN PRODUCERS PRIMARILY; 90 HOURS PER MONTH SPENT ON THIS ACTIVITY/30 DURING TRADING HOURS. 3. FINANCE COMMITTEE OF DALLAS CENTER EDUCATION FOUNDATION, MEET AT THE GRIMES HIGH SCHOOL LIBRARY. ON FINANCE COMMITTEE; ASSIST IN WHO AND HOW THE FUNDS ARE MANAGED. 1 HOUR PER MONTH/O HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-06 |
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