Julie Kramer is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Assets Under Management
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Location
13120 Pierce Street, Suite 200, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citistreet Equities LLCBroker
Fortis Investors, INC.Broker
State Registrations28 states
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