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Bryan Jeffrey Kramer

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wayzata, MN

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-07-27
MN RA APPROVED 2022-07-13
  • TX RA
    APPROVED_RES
    Since 2022-07-27
  • MN RA
    APPROVED
    Since 2022-07-13

Branch Locations

315 Lake St E, Wayzata, MN 55391 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network San Diego CA 08/2012 07/2022
Think Financial Planning Rochester MN 08/2012 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Wayzata MN 07/2022 Present
Bank Of America, N.A. Wayzata MN 08/2022 Present
Previous Registrations
  • 2013-11-20 → 2022-07-25
    Commonwealth Financial Network
    Rochester, MN
    Rochester, MN
    Edina, MN
    Eagan, MN
    St. Paul, MN
    Apple Valley, MN
    Edina, MN
    Rochester, MN
    Rochester, MN
  • 2011-01-03 → 2012-08-17
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
  • 2010-08-12 → 2011-01-03
    Wells Fargo Investments, Llc
    Rochester, MN
Other Businesses

FIXED INSURANCE SALES conducted under 'Think Financial Planning' and/or 'Think Insurance'; CONDUCTED AT BRANCH: INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-09
  • S66 Uniform Combined State Law Examination
    2010-08-09

View on SEC IAPD

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MORGAN STANLEY · Wayzata, MN
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WALLEYE CAPITAL LLC · WAYZATA, MN
GARDA CAPITAL PARTNERS · WAYZATA, MN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAYZATA, MN
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