Scott Kramer is a registered investment advisor at Mm Ascend Life Investor Services, LLC, based in Cincinnati, OH, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities.

Compensation
N/A
Firm Size
15 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

191 Rosa Parks, Cincinnati, OH, 45202

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Mm Ascend Life Investor Services, LLC
January 2012 - Present · 14 yrs 3 mos
Mm Ascend Life Investor Services, LLCBroker
September 2011 - Present · 14 yrs 7 mos
Previous Registrations
Great American Advisors, INC.Broker
January 2008 - August 2011 · 3 yrs 7 mos
Fidelity Brokerage Services LLCBroker
June 2005 - January 2008 · 2 yrs 7 mos
State Registrations13 states
FLHIIAKYMAMNOHORRISDUTVAVT
AdvisorBrokerBoth

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
No exam information available for this advisor.