Howard
Kramer

Commonwealth Financial Network

CRD#1742120
Investment Advisor
in Plantation, FL

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About this Advisor

Howard Kramer is a financial advisor based in Plantation, Florida, working with Commonwealth Financial Network. Howard has previously held positions at H.A. Kramer & Associates, Commonwealth Financial Network, and Merited Wealth, LLC (Fka Stephen A. Taylor Wealth Management). Howard has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Howard is part of Commonwealth Financial Network, which operates out of Plantation, Florida. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Plantation, FL

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

FL Average: $16,012,751,954
Total Number of Employees

4,500

FL Average: 118
Total Number of Accounts

623,075

FL Average: 4,567
Average Account Size

$284,126

FL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Howard Kramer Work History

2022 - Present (2 years)

Commonwealth Financial Network

1990 - Present (34 years)

H.A. Kramer & Associates

2021 - 2022 (1 year)

Merited Wealth, LLC (Fka Stephen A. Taylor Wealth Management)

1998 - 2021 (23 years)

Commonwealth Financial Network

Disclosures

Please visit the SEC profile of Howard 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Christian Miller
Pittsburgh, PA
Kelly Moise
Huntsville, AL
Eli Wynes
Iowa City, IA
Erin Sweitzer
Phoenix, AZ
Shelley Teskey
Dallas, TX
Robert Holden
New York, NY

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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