2017 Patriot's Club Award

James Kramer III Recognized as a 
Top Financial Advisor by LPL Financial

Saint Cloud, MN – February 21, 2017 – James Kramer III, an independent LPL Financial advisor at Kramer Financial in Saint Cloud, was recently recognized as a top LPL Financial advisor and named to the 2017 Patriot’s Club. This premier award is presented to less than 8% of the firm’s approximately 14,000 advisors nationwide.

“On behalf of LPL, I applaud James for earning this distinction and thank him for the contributions he has made to his clients, LPL and the financial services industry,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James’ success is reflective of the value he has created with his clients by delivering independent financial advice and a robust service offering to help them work toward their financial goals. We are proud to support James Kramer and wish him continued success.”

Kramer has been providing financial services to clients throughout central Minnesota and across the country for over 15 years. Kramer provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and insurance.

Kramer is an LPL Financial-affiliated advisor. LPL is a leader in the retail financial advice market and provides resources, tools and technology that support advisors in the delivery of personal, objective financial advice.

LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and provided service to $509 billion in advisory and brokerage assets as of December 31, 2016. LPL is one of the fastest growing RIA custodians and is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 financial institutions, enabling them to help their clients turn life's aspirations into financial realities. Advisors associated with LPL also serviced an estimated 46,000 retirement plans with an estimated $127 billion in retirement plan assets, as of December 31, 2016. LPL also supports approximately 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,200 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.

 

 

 

Securities offered through LPL Financial. Member FINRA/SIPC