Clancy Cramer
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm 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 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
- Seminars and workshops
Experience
13 years in the industry.
- Cramer Financial PracticeJun 2026 to now
- Principal Securities, Inc.Mar 2026 to now
- Principal Life Insurance CompanyMar 2026 to now
- Wea Financial AdvisorsAug 2024 to Mar 2026
- Wea Investment ServicesAug 2024 to Mar 2026
- Wea Member BenefitsAug 2024 to Mar 2026
- Thrivent FinancialMay 2023 to Jun 2024
- Thrivent Investment Management, Inc.May 2023 to Jun 2024
- Daniel Demers - ThriventApr 2023 to May 2023
- Brookstone Capital ManagementJun 2021 to Apr 2023
- Silvertree LLCMay 2020 to Apr 2023
- AIGJan 2020 to May 2020
- UnemployedNov 2019 to Jan 2020
- Tecolote CoffeeAug 2019 to Nov 2019
- Helbachs Coffee RoastersJan 2019 to Aug 2019
- Ruby RoastersJun 2018 to Dec 2018
- Copa VidaDec 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 7401051
- Firm CRD
- 1137