Unclaimed
Erik Dahlin Kramer is a financial advisor who is registered in Indiana, Michigan, and Ohio. Erik is currently employed by State Farm VP Management Corp., and has been in the industry since April 1, 2005. Erik has passed a number of exams, including Series 66, 63, 7, and SIE. Erik has a history of employment at a variety of firms, including Edward Jones, Key Investment Services LLC, NatCity Investments, Inc., Fifth Third Securities, Inc., H&R Block Financial Advisors, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
1
2
MI
03/14/2012 - Present
State Farm VP Management Corp. (Wyoming MI)
MI
11/06/2009 - 02/23/2012
EDWARD JONES (HARTLAND MI)
MI
04/16/2008 - 11/09/2009
KEY INVESTMENT SERVICES LLC (ANN ARBOR MI)
MI
01/20/2006 - 01/22/2007
NATCITY INVESTMENTS, INC. (ANN ARBOR MI)
OH
03/02/2005 - 11/03/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
02/03/2004 - 03/04/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
MI
11/05/2003 - 11/13/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
03/19/2003 - 07/08/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/19/2003 - 07/08/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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