MK
CFP

Mitchell Steven Kramer

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

14800 Landmark Blvd., Suite 848, Dallas, TX, 75254

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mitchell is a part-time driving instructor for Apex and NASA, and a driving instructor/coach for the Porsche Club of America. He is also involved with Fluent Finale, Fluent Financial 401k Plan, Fluent Promotions, Guidant Financial, MSKDALLAS, LLC, Texas Tech Rawls School of Business, Vistage International, and an election judge, dedicating minimal time to each.

Employment History
Current Registrations
Private Client Services, LLC Broker
July 2018 - Present · 7 yrs 6 mos
Fluent Financial, LLC
January 2014 - Present · 12 yrs
Previous Registrations
LPL Financial LLC Broker
August 2005 - July 2018 · 12 yrs 11 mos
LPL Financial LLC
August 2005 - June 2014 · 8 yrs 10 mos
American Express Financial Advisors, INC.
May 1996 - August 2005 · 9 yrs 3 mos
American Express Financial Advisors INC. Broker
May 1996 - August 2005 · 9 yrs 3 mos
Ids Life Insurance CompanyBroker
May 1996 - August 2005 · 9 yrs 3 mos
State Registrations7 states
AZCOFLNMOKTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mitchell Steven Kramer - Financial Advisor | AdvisorDiscover