Broker Check

Our Team

James Kramer III

MBA, CEPA®, CFP® | President

(320) 253-8256

James Kramer III is President of Kramer Financial and is a registered principal with LPL Financial, a registered Broker/Dealer. James began his career in financial services in 2001. Nine years later, in May...

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Jodi Kramer

Office Manager

(320) 253-8256

Jodi Kramer is the Office Manager at Kramer Financial. Jodi enjoys working with clients and has many years of event planning, advertising, sales and marketing experience. Prior to her work at Kramer Financial, Jodi worked as Assistant...

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Sherry Peterson

Administrative Assistant

(320) 253-8256

Sherry Peterson joined Kramer Financial as an Administrative Assistant in 2012. Since joining the firm Sherry has enjoyed meeting...

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Jenny McDermond

Administrative Assistant

(320) 253-8256

Jenny McDermond joined our team in 2021 as an Administrative Assistant. Jenny works together with Sherry Peterson in overseeing the day to day administrative...

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Associated Offices

 

Ken Quist, AAMS®
Quist Wealth Management
1001 1st Street South, Suite B
Willmar, MN 56201

 

Mark Odendahl
Quist Wealth Management
1001 1st Street South, Suite B
Willmar, MN 56201

 

Chance Hooper, CPA, CFP®, PFSsm, AAMS®
CDS Financial Services
331 Third Street SW, Suite 3
Willmar, MN 56201

 

Kari Reuvers, Wealth Management Assistant
CDS Financial Services
331 Third Street SW, Suite 3
Willmar, MN 56201

 

Alec Saunders
CDS Financial Services
331 Third Street SW, Suite 3
Willmar, MN 56201

 

Pat Goltz
Goltz Wealth Management
3019 19th Street South
St. Cloud, MN 56301

 

Ken Olson
Olson Advisory Group
2351 Connecticut Ave, Ste 140
Sartell, MN 56377

Kramer Financial, Quist Wealth Management, Olson Advisory Group, Goltz Wealth Management and LPL Financial are independent entities.