# KRAMER INVESTMENT SERVICES, LLC

KRAMER INVESTMENT SERVICES, LLC of LAKE GENEVA, WI is an SEC-registered investment adviser.

## Registration

- CRD: 169769
- Type: SEC-registered investment adviser
- Location: 612 S. WELLS STREET, UNIT G, LAKE GENEVA, WI, 53147
- Phone: 262-729-4128
- Latest filing: 2026-04-14
- Regulatory AUM: $63.0M
- Discretionary AUM: $63.0M
- Clients: 3
- Accounts: 568

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169769/similar
- Related entities: https://search.stillhousedata.com/firm/169769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169769

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.