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Kai Hiram Kramer

Platt Wealth Management

San Diego, CA

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Current Employers
Platt Wealth Management

3838 Camino Del Rio North Suite 365, San Diego, CA 92108 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-25
  • CA RA
    APPROVED
    Since 2022-05-25

Branch Locations

3838 Camino Del Rio North Suite 365, San Diego, CA 92108 • 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
Platt Wealth Management Llc San Diego CA 02/2021 Present
Yasukochi Family Farms Carlsbad CA 10/2020 01/2021
Ameriprise Financial Services, Inc. Carlsbad CA 12/2017 01/2018
Ameriprise Financial Services, Inc. Carlsbad CA 06/2017 09/2017
Ucla Los Angeles CA 06/2018 05/2020
Palomar College San Marcos CA 08/2016 05/2018
Unemployed Carlsbad CA 05/2020 09/2020
  • 02/2021 → Present
    Platt Wealth Management Llc
    San Diego, CA
  • 10/2020 → 01/2021
    Yasukochi Family Farms
    Carlsbad, CA
  • 12/2017 → 01/2018
    Ameriprise Financial Services, Inc.
    Carlsbad, CA
  • 06/2017 → 09/2017
    Ameriprise Financial Services, Inc.
    Carlsbad, CA
  • 06/2018 → 05/2020
    Ucla
    Los Angeles, CA
  • 08/2016 → 05/2018
    Palomar College
    San Marcos, CA
  • 05/2020 → 09/2020
    Unemployed
    Carlsbad, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-14
  • S65 Uniform Investment Adviser Law Examination
    2022-04-14

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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