Mitchell Steven Kramer

Current Employers

Employment History

• 07/2005 → 06/2018
  Lpl Financial Llc
  Dallas, TX
• 08/2005 → Present
  Fluent Financial, Llc
  Dallas, TX
• 07/2018 → 03/2026
  Private Client Services
  Dallas, TX

Previous Registrations

• 2005-08-01 → 2014-06-03
  Lpl Financial Llc
  Dallas, TX
• 1996-05-13 → 2005-08-02
  Ameriprise Financial Services, Llc
  Dallas, TX

Other Businesses

1) APEX DRIVING ACADEMY. 621 CAMBRIDGE MANOR LANE, COPPELL, TX 75019. PART TIME DRIVING INSTRUCTOR FOR APEX. ROAD RACING SCHOOL AT A LOCAL TRACK. 2 HOURS/MO; 0 DURING TRADING HOURS. 2) FLUENT FINALE. 621 CAMBRIDGE MANOR LANE, COPPELL, TX 75019. BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY. FOUNDER. 0 HOURS/MO; 0 DURING TRADING HOURS. 3) FLUENT FINANCIAL 401K PLAN. 14800 LANDMARK BLVD, STE 848, DALLAS, TX 75254. ACT IN A FIDUCIARY CAPACITY. TRUSTEE OF THE FLUENT FINANCIAL 401K. LESS THAN 1 HOUR/MO; 0 DURING TRADING HOURS. 4) FLUENT PROMOTIONS. 621 CAMBRIDGE MANOR LANE, COPPELL, TX 75019. ACCOUNTING PURPOSES ONLY. LESS THAN 1 HOUR/MO; 0 DURING TRADING HOURS. 5) GUIDANT FINANCIAL. 14800 LANDMARK BLVD, STE 848, DALLAS, TX 75254. REFERAL. REFER CLIENTS OR PROSPECTS TO AN ENTITY THAT PROVIDES FINANCING FOR BUSINESSES. 0 HOURS/MO;0 DURING TRADING HOURS. 6) MSKDALLAS, LLC. 14800 LANDMARK BLVD, SUITE 848, DALLAS, TX 75254. PERSONAL INVESTMENT ACCOUNT THAT IS LISTED FOR ESTATE PLANNING PURPOSES VERSUS INDIVIDUAL OWNERSHIP. LESS THAN 1 HOUR/MO; 0 DURING TRADING HOURS. 7) NATIONAL AUTO. 621 CAMBRIDGE MANOR LANE, COPPELL, TX 75019. DRIVING INSTRUCTOR FOR NASA. 1 HOUR/MO; 1 DURING TRADING HOURS. 8) PORSCHE CLUB OF AMERICA. 621 CAMBRIDGE MANOR LANE, COPPELL, TX 75019. TEACHING. DRIVING INSTRUCTOR/COACH. ASSIST STUDENTS IN BECOMING BETTER DRIVERS ON A RACE TRACT. 2-3 SOCIAL GATHERINGS PER YEAR. 4 HOURS/MO; 1 DURING TRADING HOURS. 9) TEXAS TECH RAWLS SCHOOL OF BUSINESS. 621 CAMBRIDGE MANOR LANE, COPPELL, TX 75019. NON-PROFIT BOARD MEMBER. TEXAS TECH RAWLS SCHOOL OF BUSINESS ADVISORY COUNCIL MEMBER. 2 HOURS/MO; 0 DURING TRADING HOURS. 10) VISTAGE INTERNATIONAL. 14800 LANDMARK BLVD, SUITE 848, DALLAS, TX 75254. OTHER-VISTAGE. VISTAGE IS A BUSINESS GROUP THAT MEETS MONTHLY. IN TRUSTED ADVISOR SECTION AND ACT AS BOARD OF DIRECTS FOR OTHER BUSINESS OWNERS. 4 HOURS/MO; 4 DURING TRADING HOURS. 11) ELECTION JUDGE. OVERSEE VOTING AND HANDLE ANY PROBLEMS WITH PEOPLE VOTING. NOT INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-05-10

Designations

Other Names

• Mitchell Steven Kramer
• Mitchell Steven Kramer