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Steven Gregory Kramer

MWA Financial Services Inc.

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About Steven Gregory Kramer

Steven Kramer is a financial advisor with MWA Financial Services Inc. located in Wales, WI. Steven has been in the financial industry since 2001. Steven is licensed to provide financial advice in multiple states including Colorado, Florida, Illinois, Indiana, Minnesota, Pennsylvania, and Wisconsin. He holds licenses in both the investment advisory and brokerage sectors. Steven specializes in providing financial advice for individuals, businesses, and charitable organizations.

Firm Information

Steven Kramer is currently registered with MWA Financial Services Inc.. MWA Financial Services Inc. is a Corporation formed in February 2001 and headquartered in ROCK ISLAND, IL. They provide financial planning and investment advisory services to individuals, corporations, and charitable organizations. They have a strong presence in the US, with registered representatives in 52 states. MWA Financial Services Inc. manages over $216 million in assets and specializes in serving individuals other than high-net-worth clients.
MWA Financial Services Inc.

1701 1ST AVENUE

ROCK ISLAND, IL 61201

$216.09M

Assets Under Management

14

Total Clients

525

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.

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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Steven Kramer’s Registration & Firm History

WI

03/06/2024 - Present

MWA Financial Services Inc. (Wales WI)

IL

03/06/2001 - 10/05/2004

ROMANO BROTHERS AND COMPANY (EVANSTON IL)

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Licenses & Designations

BOTH

Issued 01/06/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/05/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/26/1997

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Gregory Kramer.
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