Our Team James Kramer MBA, CFP® | President (320) 253-8256 firstname.lastname@example.org James Kramer III is President of Kramer Financial and is a registered principal with LPL Financial, a registered Broker/Dealer. James established his private practice in order to serve the financial needs of central Minnesota with an... Read more Jodi Kramer Office Manager (320) 253-8256 email@example.com 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... Read more Sherry Peterson Administrative Assistant (320) 253-8256 firstname.lastname@example.org Sherry’s cheerful disposition and helpful attitude are key assets to her role as Administrative Assistant at Kramer Financial. Sherry is one of the first faces you’ll see when visiting our office. Sherry and her husband... Read more Peg Walsh Administrative Assistant (320) 253-8256 email@example.com Peg’s great smile and welcoming demeanor are two of the first things that you will notice when you walk into our office. Peg brings many years of customer service... Read more Associated Offices Ken Quist, AAMS® Quist Wealth Management 1001 1st Street South, Suite B Willmar, MN 56201 Lori Brown, Administrative Assistant 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 56377Kramer Financial, Quist Wealth Management, Olson Advisory Group, Goltz Wealth Management and LPL Financial are independent entities.