KRAMER INVESTMENT SERVICES, LLC

KRAMER INVESTMENT SERVICES, LLC of LAKE GENEVA, WI is an SEC-registered investment adviser (CRD 169769). Regulatory assets under management: $63.0M.

Registration

• CRD: 169769
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169769 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search