2025 Masters Club Award
James Kramer III of Kramer Financial
Recognized as one of LPL Financial’s Top
Financial Advisors
Saint Cloud, MN – February 18, 2025 - 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 Program* for 2025. This distinction celebrates a select group of advisors who have achieved excellence in financial guidance. It is more important than ever that Americans have an experienced financial partner by their side who understands their unique needs and can help them create and follow a plan for their future.
Kramer serves clients based in Central Minnesota, providing comprehensive wealth management services, including: investment management, retirement planning, tax planning and estate planning.
Upon receiving this recognition Kramer commented “An advisor is only as good as his clients. Our team at Kramer Financial is so grateful to serve the clients that we do.”
“On behalf of the entire team at LPL, I am thrilled to congratulate James on his outstanding achievements in 2024,” said Julian Lopez, LPL’s Executive Vice President of Independent Advisor Services Client Success. “James has elevated his business across Minnesota. His professional guidance has been crucial in empowering his clients to transform their financial dreams into tangible outcomes.”
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 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) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com
Securities and advisory services offered through LPL Financial (LPL), a registered investment adviser and broker-dealer, member FINRA/SIPC.
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*Achievement is based on annual production among LPL-affiliated investment programs only.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.