Unclaimed
Braden Kramer is a financial professional with over 14 years of experience in the industry. Braden holds Series 63, Series 7, and SIE licenses and is registered in California, Colorado, and Texas. Braden currently works at Charles Schwab & Co., Inc. in Lone Tree, CO, where they have been employed since October 2009. Before joining Charles Schwab & Co., Inc., Braden was employed by TD Ameritrade, Inc. in Omaha, NE. Braden's specializations include Financial Planning and Selection of Other Advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/15/2009 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NE
11/10/2008 - 09/09/2009
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 11/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Braden Kramer is the right advisor for you? Invested Better is here to help.