2019 Patriot's Club Award

James Kramer III Recognized as one of LPL 
Financial's Top Financial Advisors

Saint Cloud, MN - January 28, 2019 - James Kramer III, an independent LPL Financial advisor at Kramer Financial in Saint Cloud, today announced his inclusion in the LPL Patriot’s Club. This premier award is presented to less than 8% of the firm’s more than 16,000 financial advisors nationwide*.

“I congratulate James on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with clients to help them work toward their financial goals. We thank James for his continuous commitment to the independent model, which enables the delivery of objective financial advice, and for the opportunity to be their enabling partner. We wish him continued success.”

Kramer is based in Saint Cloud and provides a full range of financial services, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.

Kramer is affiliated with LPL Financial, the nation’s largest independent broker-dealer** and a leader in the retail financial advice market. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.

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. LPL.com

*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2018

 

 

 

Securities offered through LPL Financial. Member FINRA/SIPC