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Krista Susanne Kramer

TCP Asset Management, LLC

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About Krista Susanne Kramer

Krista Kramer is an investment advisor with over 15 years of experience in the financial services industry. She specializes in providing financial planning and investment management services to individuals, high-net-worth clients, and businesses. Krista has held various roles in the industry, including at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. She is currently registered with TCP Asset Management, LLC.

Firm Information

Krista Kramer is currently registered with TCP Asset Management, LLC. TCP Asset Management, LLC is an investment advisor registered with the SEC and located in UPPER ARLINGTON, OH. They manage approximately $641,790,572 in assets for 3,634 clients, including individuals, corporations, and high-net-worth individuals. They provide portfolio management services for both individuals and businesses, as well as financial planning and pension consulting. They do not have a wrap fee program.
TCP Asset Management, LLC

5000 HORIZONS DRIVE

UPPER ARLINGTON, OH 43220

$641.79M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor's fees

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Krista Kramer’s Registration & Firm History

OH

03/14/2017 - Present

TCP Asset Management, LLC (UPPER ARLINGTON OH)

IN

09/27/2004 - 12/19/2016

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

09/27/2004 - 09/26/2007

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 03/14/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Krista Susanne Kramer.
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