Broker Check

2024 Master's Club Award

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


Saint Cloud, MN – February 15, 2024 - James Kramer III, a financial advisor at Kramer Financial in Saint Cloud, today announced that his achievements have been recognized with inclusion in LPL Financial’s Masters Club* for 2024. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and market volatility, it is critical they have an experienced financial partner by their side to help them manage, preserve, and deploy their wealth.

Kramer serves clients based in Central Minnesota and throughout the country, providing comprehensive wealth management services, including: investment management, retirement planning, tax planning, charitable giving and estate planning.

On behalf of the entire team at LPL, I am thrilled to congratulate James on his outstanding achievements in 2023,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Relationship Management. “By utilizing our proprietary technology and suite of customized services, James has taken his business to the next level, allowing him to dedicate more time to building meaningful client relationships with families. Through his guidance, James has been instrumental in helping these families turn their aspirations into financial realities.”

Kramer has been affiliated with LPL Financial, a leading wealth management firm, for 15 years. Through LPL, financial advisors are empowered to focus on their unique skills in building client relationships and delivering personalized financial advice, while leaning on LPL to provide the services, support and tools to help increase operational efficiency and power business growth.


About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL should work for advisors and enterprises, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 22,000 financial advisors, including advisors at approximately 1,100 enterprises and at approximately 570 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and enterprise leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors and enterprises, so they can take care of their clients.

Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

*Achievement is based on annual production among LPL-affiliated investment programs only.
 

Securities offered through LPL Financial. Member FINRA/SIPC