Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf Email and Phone Number
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf work email
- Valid
- Valid
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf personal email
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf phone numbers
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.
Prosperity Capital Advisors
View- Website:
- prosperitycapitaladvisors.com
- Employees:
- 17
-
Registered RepresentativeProsperity Capital AdvisorsOttumwa, Ia, Us -
Registered RepresentativeSigma Financial Corporation Aug 2016 - Present -
President And Financial AdvisorFinancial Partners, Inc. Sep 2000 - PresentManage 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 RepresentativeVsr Financial Services 2003 - Jul 2015
-
Financial Advisor, Insurance Agent & PartnerMccune And Reed, Inc. 1986 - 2000Southeast IowaFinancial 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.
-
Teacher And Distributive Education CoordinatorWebster City High School, Webster City, Iowa 1984 - 1986Helped 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.
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf Education Details
-
Business Education -
The Strategic CoachEntrepreneurial Study Group -
The American CollegeRetirement Planning, Education Planning, Estate Planning, Budget And Finance, Income Replacement -
LicensureFinra, Securities Series 6, 7 And 63 Licensed -
Fi360Fiduciary Responsibility And Defined Standard Of Care -
Chartered Life Underwriter® -
Chartered Life Underwriter®
Frequently Asked Questions about Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf
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 the current company?
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's current role is Registered Representative.
What is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's email address?
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's email address is lu****@****ial.com
What is Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's direct phone number?
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's direct phone number is (803) 358*****
What schools did Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf attend?
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf attended University Of Northern Iowa, The Strategic Coach, The American College, Licensure, Fi360, The American College Of Financial Services, The American College Of Financial Services.
Who are Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's colleagues?
Bob Kramer, Chfc®, Aif®, Ricp®, Clu®, Lutcf's colleagues are Wayne Barker, Chfc®, Luke Ripienski, Cfp®, Louise Marie Cole, Dana Hastings, Nigel Valdez, Cff, Frc, Bpc, Clinton Pelfrey, Anthony (Tony) Engrassia, Chfc, Lutcf, Cff.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial