MK
CFP
MK
CFP

Mitchell Steven Kramer

29 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

14800 Landmark Blvd., Suite 848, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mitchell is a part-time driving instructor for Apex and NASA, and a driving instructor/coach for the Porsche Club of America. He is also involved with Fluent Finale, Fluent Financial 401k Plan, Fluent Promotions, Guidant Financial, MSKDALLAS, LLC, Texas Tech Rawls School of Business, Vistage International, and an election judge, dedicating minimal time to each.

Employment History
Current Registrations
Private Client Services, LLCBroker
July 2018 - Present · 7 yrs 7 mos
Fluent Financial, LLC
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
August 2005 - July 2018 · 12 yrs 11 mos
LPL Financial LLC
August 2005 - June 2014 · 8 yrs 10 mos
American Express Financial Advisors, INC.
May 1996 - August 2005 · 9 yrs 3 mos
American Express Financial Advisors INC.Broker
May 1996 - August 2005 · 9 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1996 - August 2005 · 9 yrs 3 mos
State Registrations7 states
AZCOFLNMOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mitchell Steven Kramer - Financial Advisor | TrueAdvisor