Joseph Cramer is a CFP-designated registered investment advisor, based in South Bend, IN, with 14 years of industry experience.
Location
17535 Generations Dr, South Bend, IN, 46635
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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 →Other Business ActivitiesSells Insurance
Joseph works as an agent/broker selling fixed insurance through Shoemaker Financial. This investment-related activity requires a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2015 - August 2023 · 8 yrs 5 mos
Cri Securities, LLC
January 2014 - March 2015 · 1 yr 2 mos
Securian Financial Services, INC.
January 2014 - March 2015 · 1 yr 2 mos
Securian Financial Services, INC.Broker
June 2011 - August 2023 · 12 yrs 2 mos
Cri Securities, LLCBroker
June 2011 - March 2015 · 3 yrs 9 mos
State Registrations24 states
AZCACOFLIDILINKSLAMAMIMNMONCNENYOHORSCTXVAWAWIWY
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.