Joseph John Cramer

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 08/2023
  Securian Financial Services, Inc
  St Paul, MN
• 05/2011 → 08/2023
  Minnesota Life Insurance Company
  St Paul, MN
• 03/2015 → Present
  Shoemaker Financial
  South Bend, IN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  South Bend, IN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-15 → 2023-08-10
  Securian Financial Services, Inc.
  Minneapolis, MN
  South Bend, IN
  St. Paul, MN
• 2014-01-15 → 2015-03-06
  Cri Securities, Llc
  Minneapolis, MN

Other Businesses

1) SHOEMAKER FINANCIAL FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2019 ADDRESS: 2176 West St Ste 100, Germantown TN 38138, United States DESCRIPTION: Fixed insurance sales 2) NAME OF OTHER BUSINESS: HEALY FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2015; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2011-07-25

Designations

• Certified Financial Planner

Other Names

• Joseph John Cramer