Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kramper is a financial advisor with LPL Financial LLC based in Overland Park, KS. Matthew has been in the financial industry since February 18, 1997. Matthew has experience with Waddell & Reed and American Century Investment Services. Matthew holds the following licenses: Series 6, 7, 24, 26, 27, 63, SIE, and 99TO. Matthew also specializes in working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and other investment clubs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
12/20/2021 - Present
LPL Financial LLC (OVERLAND PARK KS)
KS
08/03/2021 - 12/16/2021
WADDELL & REED (OVERLAND PARK KS)
KS
07/21/2021 - 12/16/2021
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
12/09/2016 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
MO
01/17/1997 - 11/08/2016
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 08/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Matthew Kramper is the right advisor for you? Invested Better is here to help.
