Mitchell Kramer is a CFP-designated registered investment advisor at Fluent Financial, LLC, based in Dallas, TX, with 30 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 260 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fluent Financial offers investment management through wrap fee accounts. Details on fees for this service can be found in the separate Wrap Fee Program Brochure.
Location
14800 Landmark Blvd., Suite 848, Dallas, TX, 75254
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Regulatory History
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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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
Fluent Financial, LLC
Previous Registrations
Private Client Services, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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