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Madeline Jane isenhower Kramer

THE Welch Group, LLC

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About Madeline Jane isenhower Kramer

Madeline Kramer is a registered investment advisor representative with The Welch Group, LLC. Madeline has been in the financial services industry for over 10 years. She holds the Series 7, Series 63, and Series 65 licenses. Madeline specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. She is committed to providing personalized financial advice to her clients. Madeline is licensed in Alabama and Texas.

Firm Information

Madeline Kramer is currently registered with THE Welch Group, LLC. THE Welch Group, LLC is an investment advisor based in Birmingham, AL. The firm provides financial planning, portfolio management for individuals and businesses, and advice on matters not involving securities. They manage approximately $2.76 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, and pension plans.
THE Welch Group, LLC

3940 MONTCLAIR RD

BIRMINGHAM, AL 35213

$2.76B

Assets Under Management

Not reported

Total Clients

23

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice on matters not involving securities.

Advice on matters not involving securities.

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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Madeline Kramer’s Registration & Firm History

AL

07/19/2024 - Present

THE Welch Group, LLC (BIRMINGHAM AL)

AL

01/07/2022 - 10/12/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Madeline Jane isenhower Kramer.
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