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 Garth Turner CFP® | Private Wealth Manager (320) 253-8256 firstname.lastname@example.org Garth has served the investment needs of central Minnesota for over 30 years. With an emphasis on personal service, Garth provides customized financial and investment guidance to individuals and businesses, specializing in retirement,... Read more Sherry Peterson Administrative Assistant (320) 253-8256 email@example.com Sherry Peterson's role as an Administrative Assistant brings over 20 years of customer service experience. Sherry enjoys conversing with clients when they call and stop in for an appointment. Sherry and her husband, Steve, have 3 grown... Read more Peg Walsh Administrative Assistant (320) 253-8256 firstname.lastname@example.org Peg Walsh has several years of experience as an Administrative Assistant and Receptionist. She has enjoyed all of her positions which required constant interaction with the public. Peg has very strong family ties and a strong sense of... 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.