Our Team
James Kramer III
MBA, CEPA®, CFP® | President
James Kramer III is President of Kramer Financial and a registered principal with LPL Financial. With more than 25 years of experience in the financial...
Jodi Kramer
Office Manager
Jodi Kramer serves as Office Manager at Kramer Financial and is instrumental in overseeing the firm’s operations and client experience. Her leadership, attention to detail, and strategic approach help ensure...
Sherry Peterson
Administrative Assistant
Sherry Peterson has been a valued member of Kramer Financial since 2012 and is an important part of the firm’s commitment to providing a seamless, client-focused...
Jenny McDermond
Administrative Assistant
Jenny McDermond joined Kramer Financial in 2021 and plays an integral role in supporting the firm’s commitment to a seamless...
Supported Offices
Ken Quist, AAMS®
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Shanna Quist
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Mark Odendahl
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Jon Warner
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Tim Mattern
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Janine Hubbard
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Emily Thein
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Abby Stark
Quist Wealth Management
902 1st Street South
Willmar, MN 56201
Chance Hooper, CPA, CFP®, PFSsm, AAMS®
CDS Financial Services
331 Third Street SW, Suite 3
Willmar, MN 56201
Kari Reuvers
CDS Financial Services
331 Third Street SW, Suite 3
Willmar, MN 56201
Alec Saunders
CDS Financial Services
331 Third Street SW, Suite 3
Willmar, MN 56201
Pat Goltz
Goltz Wealth Management
32397 Nob Hill Drive
Avon, MN 56310
Ken Olson
Olson Advisory Group
3794 Pine Point Road
Sartell, MN 56377
Kramer Financial, Quist Wealth Management, Olson Advisory Group, Goltz Wealth Management and LPL Financial are independent entities.