Jason Kramar (CRD# 6431221) is an Investment Advisor Representative working at Osaic Wealth, Inc. in De Forest, WI and has over 9 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Manitwooc, WI | Dec 2023 - Current | < 1 |
| J Johnson & Associates | Manitowoc, WI | Sep 2022 - Current | 1 |
| Dock Financial Solutions | Manitowoc, WI | Sep 2022 - Current | 1 |
| National Guardian Life | Madison, WI | Oct 2020 - Current | 3 |
| Di Broker East | Madison, WI | Oct 2020 - Current | 3 |
| Midwestern Marketing | Madison, WI | Oct 2019 - Current | 4 |
| Revocable Living Trust | Madison, WI | Nov 2004 - Current | 19 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Dec 2023 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2021 - Dec 2023 | 2 |
| Statehouse Investments | Madison, WI | Aug 2021 - Apr 2023 | 1 |
| Pruco Securities, LLC | Madison, WI | Jun 2019 - Sep 2021 | 2 |
| The Prudential Insurance Company Of America | Madison, WI | Jun 2019 - Sep 2021 | 2 |
| Thrivent Financial | Appleton, WI | Jun 2015 - Jun 2019 | 4 |
| Thrivent Investment Management Inc. | Deforest, WI | Jan 2015 - Jun 2019 | 4 |
| Thrivent Financial | Appleton, WI | Apr 2015 - Jun 2015 | < 1 |
| Us Bank | Deforest, WI | Apr 2008 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- WI
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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