Caroline Elizabeth Kramer

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2013 → Present
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 10/2013 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 12/2015 → Present
  First Command Advisory Services
  Fort Worth, TX

Other Businesses

(1)INVESTED IN ONE MEMBERSHIP UNIT OF BRBW LLC, A NEWLY FORMED, PRIVATE BREWERY. MY HUSBAND AND I ARE JUST INVESTORS, WE ARE NOT OWNERS, OR EMPLOYEES OF THE BREWERY. (2)Name of the other business: CAROLINE KRAMER FINANCIAL PLANNING, LLC ; Whether the business is investment-related: Yes ; Address of the other business: 5285 Shawnee Road Suite 305 Alexandria, VA 22312 ; Nature of the other business: Owner/Sole/Partner ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 03/15/20 ; The approximate number of hours/month you devote to the other business: 1 - 5 ; The number of hours you devote to the other business during securities trading hours: none ; Briefly describe your duties relating to the other business: LLC used to run First Command Business

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-08
• S63 Uniform Securities Agent State Law Examination
  2013-04-08

Designations

• Chartered Financial Consultant

Other Names

• Caroline Elizabeth Kimble