Mitch Kramer, Cfp Email and Phone Number

Mitch Kramer, MBA, CFP®, CEO & FounderMitch is the founder of Fluent Financial and has 30+ years of business & investment experience.For 20+ years, Mitch has focused on financial planning in the Dallas area & is the author of published articles in trade journals. He has been awarded and recognized in *Five Star Wealth Managers (2013-2022), **Forbes Leading Wealth Managers as well as the ***Women's Choice Award (2013-2022).Mitch is a CERTIFIED FINANCIAL PLANNER ™ Practitioner & earned a BBA in Finance from Texas Tech University & an MBA with an emphasis on Strategic Planning from the University of Texas at Dallas. Mitch is also a member of the Advisory Council for the Texas Tech University Rawls College of Business.*Five Star Wealth Managers:Award based on 10 objective criteria associated with providing quality services to clients. Objectives include: credentials, experience & assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 – 2016 Five Star Wealth Managers.**Forbes Leading Wealth Manager:The 2009 Forbes Leading Wealth Managers of Texas is awarded based on the following criteria: fee-only or fee-based practice, RIA or IAR status, no unresolved lawsuits or grievances, advanced certification, comprehensive financial planning services offered & 15+ years of industry experience.***The Women’s Choice Award:The Women’s Choice Award ® by WomenCertified, Inc. is a recognition award for advisors who provided quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience, and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of a comprehensive review and client survey. Please be aware that Fluent Financial does not pay this basic program fee. However, Fluent Financial does pay a fee to WomenCertified, Inc. to publish our receipt of this award.Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Fluent Financial, a Registered Investment Advisor. Private Client Services and Fluent Financial are unaffiliated entities. The Private Client Services (PCS) representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, GA, HI, IL, LA, MA, MI, NM, OK, ON, OR, PA, TX, VA.