Krista
Kramer
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Krista Kramer is a financial advisor based in Columbus, Ohio who has 6 years of relevant experience. Kramer is an advisor for United Planners' Financial Services Of America A Limited Partner. Throughout their career, they have worked at United Planners, Lincoln Financial Advisors Corporation, Tcp Asset Management, LLC, Krista Kramer Independent Insurance and Trendency Capital Partners. Kramer holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana. United Planners' Financial Services Of America A Limited Partner is an advisory company operating out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 people on staff. It administers $6 billion in assets under management between its 50,361 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 83 charities and foundations. Of its 50,361 accounts, just 10% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fee types billed by United Planners' Financial Services Of America A Limited Partner most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Krista Kramer Work History
Krista has been registered as a financial advisor for 6 years.*
Tcp Asset Management, LLC
Krista Kramer Independent Insurance
Tcp Asset Management, LLC
United Planners
Trendency Capital Partners
Lincoln Financial Advisors Corporation
*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 Krista 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 United Planners' Financial Services Of America A Limited Partner
Salisbury, NC
Ferndale, WA
Matthews, NC
Sumner, IA
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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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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.
