Broker Check

Our Team

James Kramer

MBA, CFP® | President

(320) 253-8256

[email protected]

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...

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Jodi Kramer

Office Manager

(320) 253-8256

[email protected]

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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Garth Turner

CFP® | Private Wealth Manager

(320) 253-8256

[email protected]

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,...

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Sherry Peterson

Administrative Assistant

(320) 253-8256

[email protected]

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...

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Peg Walsh

Administrative Assistant

(320) 253-8256

[email protected]

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...

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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 56377

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