Our Team
James Kramer III
MBA, CEPA®, CFP® | President
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...
Jodi Kramer
Office Manager
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...
Sherry Peterson
Administrative Assistant
Sherry Peterson joined Kramer Financial as an Administrative Assistant in 2012. Since joining the firm Sherry has enjoyed meeting...
Jenny McDermond
Administrative Assistant
Jenny McDermond joined our team in 2021 as an Administrative Assistant. Jenny works together with Sherry Peterson in overseeing the day to day administrative...
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
32397 Nob Hill Drive
Avon, MN 56310
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.