Our Financial & Insurance Professionals
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
James Kramer
President & Investment Advisor Representative
Jim Kramer is an Investment Advisor and Insurance Broker. He has been in the Financial Services industry since 1990. Jim previously served as Director of Sales for the Principal Financial Group and holds the following degrees and designations:
- Bachelor of Science degree in Economics from the University of Wisconsin Oshkosh.
- Master of Business Administration degree in Economics from the New York Institute of Technology.
- Registered Employee Benefits Consultant designation from the American College.
- Registered Health Underwriter designation from the American College.
Joe Allen
CO-FOUNDER
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Joselyn Allen
ESTATE PLANNING ATTORNEY
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Joselyn Allen
DIRECTOR OF OPERATIONS / INVESTMENT ADVISOR
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Strategic Alliances
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
KEITH GANGL, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
TYLER ELLEGARD, CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.