2018 Patriot's Club Award

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

Saint Cloud, MN – February 23, 2018 – James Kramer III, an independent LPL Financial advisor at Kramer Financial in Saint Cloud, was recently recognized for his inclusion in the LPL Patriot’s Club. This premier award is presented to less than 8% of the firm’s approximately 15,000 advisors nationwide.

“On behalf of LPL, I congratulate James,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “James has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank James for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL. We wish him continued success.”

Kramer has been providing financial services to clients throughout central Minnesota and across the country for over 16 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 more.

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

*Based on total revenues, Financial Planning magazine June 1996-2017

 

 

 

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