Christopher
Kramer

Ameritas Advisory Services, LLC

CRD#2423040
Investment Advisor
in West Des Moines, IA

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About this Advisor

Christopher Kramer is a financial advisor operating out of West Des Moines, Iowa with 2 years of relevant experience. Kramer is currently employed by Ameritas Advisory Services, LLC. During their career, the advisor has held roles at Christopher C. Kramer, Ameritas Investment Corp, Central Financial Group, Rk Wealth Management LLC, Ameritas Advisory Services, LLC and Midwest Financial Solutions, LLC. Kramer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Iowa. Ameritas Advisory Services, LLC is an advisory company headquartered in Lincoln, NE. The company has offices in 248 locations and a total of 592 financial advisors. It administers $9 billion in total assets between its 35,218 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 38 charities and foundations. Of its 35,218 customer accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which services are provided. However, fee types charged by Ameritas Advisory Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1200 Valley West Dr Ste 403
West Des Moines, IA 50266

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

IA Average: $1,978,216,465
Total Number of Employees

592

IA Average: 226
Total Number of Accounts

35,218

IA Average: 7,467
Average Account Size

$242,342

IA Average: $264,928

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
  • Educational seminars/workshops

Christopher Kramer Work History

Christopher has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2017 - Present (7 years)

Midwest Financial Solutions, LLC

2013 - Present (11 years)

Rk Wealth Management LLC

1996 - Present (28 years)

Ameritas Investment Corp

1990 - Present (34 years)

Christopher C. Kramer

1992 - 2017 (25 years)

Central Financial Group

*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 Christopher 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 Ameritas Advisory Services, LLC

Gordon Thorn
Overland Park, KS
Donald Wilson
Orange Park, FL
Joshua Moskowitz
Centreville, VA
Clemens Szymanowski
Perrysburg, OH
Angela Taliaferro
San Francisco, CA
Daniel Billings
Greensboro, NC
Seth Edgil
Trussville, AL
Craig Hausz
Dallas, TX

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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