Fluent Financial, LLC
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About this Advisor
Mitchell Kramer is a certified financial planner whose office is in Dallas, Texas. Currently an investment advisor with Fluent Financial, LLC, they have accrued 13 years of professional experience. Kramer holds a Series 63 license, designating them as a securities broker. Kramer is registered to advise clients in Texas. Throughout their career, Kramer has worked at Lpl Financial LLC, Fluent Financial, LLC and Private Client Services. Fluent Financial, LLC is headquartered in Dallas, Texas. As a registered investment advisory firm, Fluent Financial, LLC oversees $174 million in assets dispersed across 796 client accounts and employs eight staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the United States. The firm manages 748 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Fluent Financial, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Fluent Financial, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Mitchell Kramer Work History
Mitchell has 13 years of experience.
Private Client Services
Fluent Financial, LLC
Lpl Financial LLC
Mitchell Kramer has no disclosures.
Please visit their SEC profile for more details.