Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf
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Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf Email & Phone Number

Registered Representative at Prosperity Capital Advisors
Location: Ottumwa, Iowa, United States 6 work roles 7 schools
1 work email found @sigmafinancial.com 1 phone found area 803 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email l****@sigmafinancial.com
Direct phone (803) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Prosperity Capital Advisors
Role
Registered Representative
Location
Ottumwa, Iowa, United States
Company size
17 employees

Who is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf? Overview

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Quick answer

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf is listed as Registered Representative at Prosperity Capital Advisors, a with 17 employees, based in Ottumwa, Iowa, United States. AeroLeads shows a work email signal at sigmafinancial.com, phone signal with area code 803, and a matched LinkedIn profile for Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf.

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf previously worked as Registered Representative at Sigma Financial Corporation and President and Financial Advisor at Financial Partners, Inc.. Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf holds B.A., Business Education from University Of Northern Iowa.

Company email context

Email format at Prosperity Capital Advisors

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*@sigmafinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf. Compare company email patterns before reaching out.

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Profile bio

About Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf

As a financial advisor my mission is to provide intelligent and trustworthy financial services. My vision is to make a profound, positive impact on the lives of you and your family. It is my goal that you will not outlive your retirement income. Our company works with retiree's, farmers, business owners, and because of our proximity to John Deere Ottumwa Works, Cargil Eddyville, and Alliant Energy, Financial Partners focuses on helping many of these employees professionally manage their 401(k) assets. Through our unique process, The Intelligent Advantage, we assist our clients in reaching their most important objectives. Every client is different, and we design their financial plans according to their aspirations for the people most important to them.We incorporate advisory based investment programs that assist clients to manage their assets tactically and strategically in a more active and diversified manner than they may have invested in the past. Relative strength plays an important role in this process. Contact me to discuss what we do differently at 641-684-0368.

Current workplace

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's current company

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Prosperity Capital Advisors
Prosperity Capital Advisors
Registered Representative
Ottumwa, IA, US
Website
prosperitycapitaladvisors.com
Employees
17
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6 roles · 43 years

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf work experience

A career timeline built from the work history available for this profile.

President And Financial Advisor

Financial Partners, Inc.

Manage client portfolios using a tactical and strategic approach. We are holistic in our advisory basis, making sure we understand how we can make a positive difference in the lives of our clients and the families that depend on them.Registered reps offer securities through Sigma Financial Corporation – member FINRA (FINRA.Org) and SIPC (SIPC.Org). Investment Advisory Representatives offer Investment Advisory services through Sigma Planning Corporation, a Registered Investment Advisor. Financial Partners, Inc. is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Financial Partners, Inc. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Registered Representative

Vsr Financial Services
2003 - Jul 2015

Financial Advisor, Insurance Agent & Partner

Mccune And Reed, Inc.

Southeast Iowa

Financial Advisor assisting with Life, Health, Long Term Care, and other insurance products, mutual funds. Helped our clients be protected from an unforseen catastrophic event, as well as accumulate assets for the important milestones of our clients lives.

1986 - 2000 ~14 yrs

Teacher And Distributive Education Coordinator

Webster City High School, Webster City, Iowa

Helped kids learn job skills. Assisted in what was often their very first job. Preparing for interviews, resume's, marketable and lifelong skills. I taught marketing, management, sales, accounting, typing, business math, and other related business subjects.

1984 - 1986 ~2 yrs
Team & coworkers

Colleagues at Prosperity Capital Advisors

Other employees you can reach at prosperitycapitaladvisors.com. View company contacts for 17 employees →

A( Anthony (Tony) Engrassia, Chfc, Lutcf, Cff Anthony (Tony) Engrassia, Chfc, Lutcf, Cff Colleague at Prosperity Capital AdvisorsRocky Mount, North Carolina, United States View → LM Louise Marie Cole Louise Marie Cole Colleague at Prosperity Capital AdvisorsSouthport, North Carolina, United States View → CP Clinton Pelfrey Clinton Pelfrey Colleague at Prosperity Capital AdvisorsWestlake, Ohio, United States View → DH Dana Hastings Dana Hastings Colleague at Prosperity Capital AdvisorsSolon, Ohio, United States View → GL Gwen Lindsey Gwen Lindsey Colleague at Prosperity Capital AdvisorsGreater Cleveland, United States View → WB Wayne Barker, Chfc® Wayne Barker, Chfc® Colleague at Prosperity Capital AdvisorsCleveland, Ohio, United States View → NV Nigel Valdez, Cff, Frc, Bpc Nigel Valdez, Cff, Frc, Bpc Colleague at Prosperity Capital AdvisorsTucson, Arizona, United States View → LR Luke Ripienski, Cfp® Luke Ripienski, Cfp® Colleague at Prosperity Capital AdvisorsGreater Minneapolis-St. Paul Area, United States View →
7 education records

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf education

B.A., Business Education

University Of Northern Iowa

Activities and Societies: House Chairman, Intramurals, Captain-UNI Air Force Ultimate Frisbee Team, UNI Frisbee Champion, Association.

Masters Program, Entrepreneurial Study Group

The Strategic Coach

Since 2006

Chfc, Clu, Casl, Lutcf, Retirement Planning, Education Planning, Estate Planning, Budget And Finance, Income Replacement

The American College

Received profesional designations to improve ability to provide knowledge and service tools for my clientele. Retirement, growth.

Finra, Securities Series 6, 7 And 63 Licensed

Licensure

Accredited Investment Fiduciary®, Fiduciary Responsibility And Defined Standard Of Care

Fi360

The AIF designation signifies education relating to fiduciary responsibility and the ability to implement policies and procedures that.

Chartered Life Underwriter®

The American College Of Financial Services

Launched in 1927, the CLU® is the insurance profession’s oldest standard of excellence. Today, it continues to be the premier credential.

FAQ

Frequently asked questions about Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf

Quick answers generated from the profile data available on this page.

What company does Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf work for?

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf works for Prosperity Capital Advisors.

What is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's role at Prosperity Capital Advisors?

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf is listed as Registered Representative at Prosperity Capital Advisors.

What is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's email address?

AeroLeads has found 1 work email signal at @sigmafinancial.com for Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf at Prosperity Capital Advisors.

What is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's phone number?

AeroLeads has found 1 phone signal(s) with area code 803 for Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf at Prosperity Capital Advisors.

Where is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf based?

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf is based in Ottumwa, Iowa, United States while working with Prosperity Capital Advisors.

What companies has Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf worked for?

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf has worked for Prosperity Capital Advisors, Sigma Financial Corporation, Financial Partners, Inc., Vsr Financial Services, and Mccune And Reed, Inc..

Who are Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's colleagues at Prosperity Capital Advisors?

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's colleagues at Prosperity Capital Advisors include Anthony (Tony) Engrassia, Chfc, Lutcf, Cff, Louise Marie Cole, Clinton Pelfrey, Dana Hastings, and Gwen Lindsey.

How can I contact Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf?

You can use AeroLeads to view verified contact signals for Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf at Prosperity Capital Advisors, including work email, phone, and LinkedIn data when available.

What schools did Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf attend?

Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf holds B.A., Business Education from University Of Northern Iowa.

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