Unclaimed
Rodney Michael Kramp is a financial advisor who has been in the industry since 1997. Rodney is currently registered with Cetera Investment Advisers LLC, a firm with over 100 billion dollars in regulatory assets under management. Rodney is a registered investment advisor in Ohio and Texas. He offers financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Prior to Cetera Investment Advisers LLC, Rodney has worked with VOYA FINANCIAL ADVISORS, INC., FIFTH THIRD SECURITIES, INC., EDWARD JONES, and BANC ONE SECURITIES CORPORATION.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (Findlay OH)
OH
08/14/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Findlay OH)
OH
07/17/2003 - 09/08/2017
FIFTH THIRD SECURITIES, INC. (FINDLAY OH)
MO
06/01/2001 - 06/25/2003
EDWARD JONES (ST. LOUIS MO)
IL
03/21/1997 - 06/04/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/7/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 3/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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