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Edward William Kramer

Investment adviser representative at Ssb&t Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$445.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

15 years in the industry.

  1. Ssb&t Wealth Management, LLCAug 2023 to now
  2. Abacus Planning Group, Inc.Mar 2014 to Aug 2023
  3. Texas Tech UniversityAug 2011 to Jun 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005
  • Series 63 · Uniform Securities Agent State Law2010

State registrations

Registered as an investment adviser representative in 1 state (TX).

Ssb&t Wealth Management, LLC

$445.1MAssets managed
168Clients
4Advisers
3 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
4566142
Firm CRD
328102
Advisor's SEC record (opens in a new tab)
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