Krista Susanne Kramer
Investment adviser representative at Tcp Asset Management, LLC
22 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Tcp Asset Management, LLCMar 2017 to now
- United PlannersNov 2016 to now
- Krista KramerOct 2007 to now
- Trendency Capital PartnersJan 2017 to Feb 2017
- Lincoln Financial Advisors CorporationJun 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Tcp Asset Management, LLC
$1.2BAssets managed
2,221Clients
25Advisers
9 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
- 4819260
- Firm CRD
- 286037