Kendall James Kramer

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

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Novato, CA

Other Businesses

Other Business Activities; Kramer, Reinsdorf, Ware LLC; Pass through entity whose purpose is staffing and real estate; 455 Market Street, Suite 1480 San Francisco, CA 94105, ,; ; 09/04/2013; 0 hours per month; 0 during trading hours / Contribution to book update; Contribution to book update; N/A, ,; ; 02/01/2014; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-09