Karlynn Kari Schramm
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Feb 2026 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2026
- Gallagher Fiduciary Advisors, LLCApr 2022 to Feb 2026
- Triad AdvisorsMar 2022 to Aug 2024
- Kestra Financial Services, Inc.Apr 2016 to Mar 2022
- Gallagher Benefit Services, Inc.Mar 2015 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CO).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2325749
- Firm CRD
- 705