Broker Check

2023 Patriot's Club Award

James Kramer III Honored as one of
LPL Financial’s Top Financial Advisors

Saint Cloud, MN – January 20, 2023 – James Kramer, an independent LPL Financial advisor at Kramer Financial in Saint Cloud, today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 7% of the firm’s more than 21,000 financial advisors nationwide*.

“This is an impressive achievement that James has earned as a top performer and showcases his dedication to his clients,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “It is an honor to support James with robust technology, integrated products and differentiated services so he can run a thriving practice. We wish James and his entire team continued success as they create meaningful impact in the lives of their clients.” 

Kramer is affiliated with LPL Financial, a leading wealth management firm. LPL provides the resources, tools and technology that support advisors in their work to enrich their clients’ financial lives. 

*Achievement is based on annual production among LPL Advisors only.

**Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report). No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2022). Among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth from Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No. 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2021. 

LPL and its affiliated companies provide financial services only from the United States.

Securities offered through LPL Financial. Member FINRA/SIPC