Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kramer? Claim Your ProfileKramer Croisant is a registered investment advisor representative with Apella Wealth, a firm that specializes in providing investment advice to high net worth individuals, corporations, charitable organizations and pension and profit sharing plans. Kramer has a strong background in the financial services industry, having worked at several financial institutions, including Neumann Curtis CPAs, BGO CPAs, and Rutherford Investment Management. Kramer holds the Series 65 license and has been registered with the state of Connecticut and Oregon.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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09/06/2024 - Present
Apella Wealth (LAKE OSWEGO OR)
IA
Issued 09/06/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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