Henry Earl Kramarski

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2001 → 09/2024
  Linsco Private Ledger Corp
  Moorestown, NJ
• 09/2024 → Present
  Ameriprise Financial Services Llc
  Moorestown, NJ

Previous Registrations

• 2002-05-21 → 2024-09-27
  Lpl Financial Llc
  Moorestown, NJ

Other Businesses

Independent Insurance Brokering; AETNA; 01/01/1994; Group, Health / Augustar Life Insurance/Assurance; 06/15/1995; Term Life, Disability Income, Universal Life, Whole Life / SYMETRA/SAFECO; 11/09/2023; Universal Life / United Concordia Life Ins Co of America; 12/31/2017; Group / UNUM; 12/05/2014; Group / AVIVA; 08/09/2012; Universal Life / MONY; 05/21/2022; Universal Life, Whole Life / Mutual of Omaha; 05/27/2021; Long Term Care / Reliance Standard; 03/10/2010; Group / United of Omaha; 05/27/2021; Long Term Care / Provident Life & Casualty Ins Co; 05/08/2019; Disability Income / American National; 02/28/2009; Fixed Annuity / Transamerica; 11/17/2011; Term Life / Starmount Life Ins Co; 05/08/2019; Group / AmeriHealth of NJ; 11/01/1992; Health, Group / Blue Cross Blue Shield of NJ; 09/01/1996; Group, Health / Ohio National (Augustar); 10/01/1992; Disability Income, Term Life, Universal Life, Whole Life / Lincoln; 02/01/2002; Term Life / Prudential; 11/24/2001; Whole Life, Term Life / Principal; 03/09/2012; Term Life, Universal Life, Disability Income / Protective Life; 01/10/2020; Universal Life, Term Life / Ameritas; 08/23/2022; Disability Income. Business Ownership; Legacy Wealth Management Group LLC; Owner; Manage Ameriprise Business; 505 S Lenola Rd, Ste 127, Moorestown, NJ, 08057; Investment-Related; 04/05/2006; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Legacy Wealth Management Group LLC; Owner; Manage advisory business; 505 S Lenola Rd, Ste 127, Moorestown, NJ, 08057; Investment-Related; 04/05/2006; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-10-12

Designations

• Certified Financial Planner

Other Names

• Henry E Kramarski