James Kramer is a CFP-designated registered investment advisor at LPL Financial LLC, based in St. Cloud, MN, with 24 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
1260 32nd Avenue N, North Village Plaza, St. Cloud, MN, 56303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates under the DBA Kramer Financial for his LPL business, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward JonesBroker
State Registrations39 states
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