Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-11-03 |
| AK | RA | APPROVED | 2023-11-03 |
| AZ | RA | APPROVED | 2023-11-03 |
| CA | RA | APPROVED | 2023-11-03 |
| CT | RA | APPROVED | 2023-11-03 |
| DE | RA | APPROVED | 2023-11-03 |
| DC | RA | APPROVED | 2023-11-03 |
| FL | RA | APPROVED | 2023-11-03 |
| GA | RA | APPROVED | 2023-11-03 |
| HI | RA | APPROVED | 2023-11-03 |
| IN | RA | APPROVED | 2023-11-03 |
| LA | RA | APPROVED | 2023-11-03 |
| ME | RA | APPROVED | 2023-11-03 |
| MD | RA | APPROVED | 2023-11-03 |
| MA | RA | APPROVED | 2023-11-03 |
| MI | RA | APPROVED | 2023-11-03 |
| MO | RA | APPROVED | 2023-11-03 |
| NE | RA | APPROVED | 2023-11-03 |
| NV | RA | APPROVED | 2023-11-03 |
| NH | RA | APPROVED | 2023-11-03 |
| NJ | RA | APPROVED | 2023-11-03 |
| NC | RA | APPROVED | 2023-11-03 |
| OH | RA | APPROVED | 2023-11-03 |
| PA | RA | APPROVED | 2023-11-03 |
| RI | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| VT | RA | APPROVED | 2023-11-03 |
| VA | RA | APPROVED | 2023-11-03 |
| WA | RA | APPROVED | 2023-11-03 |
| WV | RA | APPROVED | 2023-11-03 |
Branch Locations
9099 Ridgefield Drive Suite 101, Frederick, MD 21701 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kramer Financial,Llc Dba Kramer Wealth Managers | Frederick | MD | 12/1985 | Present |
| Fsc Securities Corporation | Frederick | MD | 03/2005 | 11/2023 |
| Osaic Wealth, Inc. | Frederick | MD | 11/2023 | Present |
1. LEGACY ONE INVESTMENTS LLC POSITION: Owner NATURE: LLC for a rental property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/04/2021 ADDRESS: 5216 Muirfield Drive, Ijamsville MD 21754, United States DESCRIPTION: I am a landlord for this rental property and receive rental income. 2. LEE & BONNIE KRAMER POSITION: landlord NATURE: It is a rental townhouse registered under my wife Bonnie's and my name. We are landlords and rent out to a tenant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2021 ADDRESS: 4901 Edgeware Terrace, Frederick MD 21703, United States DESCRIPTION: We are landlords. 3. KRAMER FINANCIAL, LLC DBA KRAMER WEALTH MANAGERS POSITION: Owner Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/1985 ADDRESS: 9099 Ridgefield Drive, Suite 101, Frederick MD 21701, United States DESCRIPTION: Manage the firm as Managing Partner 4. LEE KRAMER - INSURANCE POSITION: Sole NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/31/1985 ADDRESS: 9099 Ridgefield Drive, Suite 101, Frederick MD 21701, United States DESCRIPTION: Provide fixed insurance services through CRUMP and LTCI Partners. 5. NOTARY POSITION: Notary NATURE: Lee Kramer. I just notarize client documents as needed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2005 ADDRESS: 9099 Ridgefield Drive, Suite 101, Frederick MD 21754, United States DESCRIPTION: Notary whenever needed 6. LEE AND BONNIE KRAMER, DAVE AND AUDREY FRANK POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2003 ADDRESS: 9099 Ridgefield Drive, Suite 101, Frederick, MD 21701, Frederick MD 21701, United States DESCRIPTION: Own office condo with my wife, sister, and brother-in-law and rent office space to Kramer Financial. Collect rent and pay mortgage on property. All maintenance of the property is the responsibility of tenant. 7. CAPITAL GROUP ABLE ADVISORY COMMITTEE POSITION: Council Member NATURE: An advisory council for Capital Group regarding ABLE America INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 333 S. Hope Street, Los Angeles CA 90071, United States DESCRIPTION: Share thoughts, feedback and ideas directly with ABLE America product managers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-29 |
Reach out to this advisor