Mitchell
Kramer

Fluent Financial, LLC

CRD#2728798
Investment Advisor
in Dallas, TX
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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

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

14800 Landmark Blvd. Suite 848
Dallas, TX 75254

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Fluent Financial, LLC Brokerage Details

Total Assets Under Management

$166,505,441

TX Average: $3,042,739,679
Total Number of Employees

8

TX Average: 49
Total Number of Accounts

765

TX Average: 2,315
Average Account Size

$217,654

TX Average: $1,314,358

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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.

2018 - Present (1 year)

Private Client Services

2005 - Present (14 years)

Fluent Financial, LLC

2005 - 2018 (13 years)

Lpl Financial LLC

Disclosures

Mitchell Kramer has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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