Oliver Kramer
Oliver Kramer is a registered investment advisor at LPL Financial LLC, based in Chicago, IL, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
10 S Riverside Plaza Suite 875, Chicago, IL, 60606
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Oliver has multiple affiliations related to insurance, including health insurance, Medicare solutions, and other non-variable insurance products through various companies like UnitedHealthcare, AFLAC, BlueCross BlueShield, Humana, Aetna, Mutual of Omaha, WellCare, Colonial Life, and GP Agency. He also operates Hansom Insurance Advisors. These activities take up about 10-20% of Oliver's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Raike Financial Group INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Hudson Sloane & CO., L.L.C.Broker
Financial Northeastern Securities, INC.Broker
State Registrations19 states
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.