Kramer James Croisant
Investment adviser representative at Apella Wealth
10 yearsExperience
2 statesRegistered in
$11.1BFirm assets
12 yearsFirm in business
Are you Kramer James Croisant? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Apella WealthJan 2021 to now
- Neumann Curtis CpasJul 2020 to Jan 2021
- UnemployedJun 2020 to Jul 2020
- Barnett & CompanyJan 2020 to May 2020
- Mcgregor-caverhill CpasJul 2019 to Dec 2019
- Bgo CpasNov 2018 to Mar 2019
- UnemployedSep 2018 to Oct 2019
- VergepointeSep 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CT, OR).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 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
- 7945174
- Firm CRD
- 171106