Robert
Kramer
Prosperity Capital Advisors
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About this Advisor
Robert Kramer is a financial advisor based in Ottumwa, Iowa, working with Prosperity Capital Advisors. Robert has previously worked at Financial Partners, Inc (D.B.A. For Advisory Business), Vsr Financial Services, Inc, Vsr Advisory Services, Sigma Financial Corporation, Sigma Planning Corporation, and C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors. Robert has passed the Series 63 regulatory exam and is registered to provide services in Iowa, Missouri, and Texas. Currently, Robert is part of Prosperity Capital Advisors, which operates out of Ottumwa, Iowa. The firm has 39 offices and 202 employees. Prosperity Capital Advisors manages assets totaling $3.7 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Prosperity Capital Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Capital Advisors Brokerage Details
$3,684,966,200
202
14,823
$248,598
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Robert Kramer Work History
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
Sigma Financial Corporation
Sigma Planning Corporation
Financial Partners, Inc (D.B.A. For Advisory Business)
Vsr Advisory Services
Vsr Financial Services, Inc
Disclosures
Please visit the SEC profile of Robert 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 Prosperity Capital Advisors
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Westlake, OH
Columbus, OH
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