Kai
Kramer
Platt Wealth Management
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About this Advisor
Kai Kramer is a financial advisor who works in San Diego, California who has 1 year of industry experience. Kramer currently works for Platt Wealth Management. During their career, Kramer has held roles at Platt Wealth Management LLC, Yasukochi Family Farms, Ameriprise Financial Services, Inc, Ucla, Palomar College, Sports Authority and La Costa Canyon High School. Kramer has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in California. Platt Wealth Management is a company that has its headquarters in San Diego, CA. It oversees $267 million in assets among its 449 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 449 accounts, 41% belong to high-net-worth investors who have greater than $1 million in assets. Platt Wealth Management provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Platt Wealth Management likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Platt Wealth Management Brokerage Details
$266,900,898
5
449
$594,434
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kai Kramer Work History
Kai has been registered as a financial advisor for 1 years.*
Platt Wealth Management LLC
Yasukochi Family Farms
Ucla
Ameriprise Financial Services, Inc
Ameriprise Financial Services, Inc
Palomar College
Sports Authority
La Costa Canyon High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kai Kramer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Platt Wealth Management
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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