Chris Kramer

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About Chris Kramer

Chris is an Investment Advisor Representative with over 25 years of experience managing investment, retirement, and estate plans for individual and family wealth. Chris's practice focuses on retirees, business owners, families, divorcees, and women wanting financial independence.

As an independent advisor, he works to create clarity, allowing clients to confidently take the next steps towards their goals and objectives. Working together, we seek to simplify overwhelming and complex decisions, allowing us to create an executable action plan to help reach their desired lifestyle before and during retirement.

Chris is a former professional golfer who is married to Julie (a teacher in the Des Moines School District and they are blessed with two children, Elle and Will). Chris still plays golf and has also become an author, having written a Faith based book, "Pass the Test".

Call 515-348-6019 to schedule a Free collaboration with Chris.

See Disclosures

General Information

Firm Start Year

2013

No. of Employees

CRD#

2423040

Firm CRD#

14869

States Licensed in

AZ, CA, FL, IA, IL, KS, MS, MO, NE, MN

Years of Experience in Financial Services

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Qualifications & Membership

Securities Licenses

Series 7, Series 6, Series 63, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://service.ameritas.com/OCM/GetPDF?pdfname=567501&source=webcontent
https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:262581bc-4e17-4b04-bbb2-517f35f70d81

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888618/paladinregistry-RK-Wealth-Management,-LLC-detailed-disclosure.html

Disclaimer

Representatives offer products and services using the following business names: RK Wealth Management, LLC/Midwest Financial Solutions, LLC - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC-securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with RK Wealth Management, LLC/Midwest Financial Solutions, LLC.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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Paladin Research Report For:

RK Wealth Management, LLC