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Thomas R

Series 66

Maitland, FL

Cramer & Rauchegger, Inc.

Thomas Rauchegger is a financial advisor with Cramer & Rauchegger, Inc. in Maitland, Florida, holding a Series 66 designation and 14 years of industry experience. He has been with Cramer & Rauchegger since 2006 and also has roles at Kalos Management, Inc. and Kalos Capital, Inc. Outside of advisory work, he is an author of a book on retirement and coaches boys’ soccer at the Barcelona Soccer Academy. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts and estates. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios with periodic monitoring.

General estate planning guidance Business succession planning Charitable giving & philanthropy Long-term care insurance
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Russell C

Series 63, Series 65

Maitland, FL

Cramer & Rauchegger, Inc.

Russell Cramer is a financial advisor with Cramer & Rauchegger, Inc. based in Maitland, Florida, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at Kalos Capital since 2008 and has been associated with Cramer & Associates since 1999. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds using model portfolios, with oversight on performance and strategy, serving over 1,000 clients with a focus on delegated portfolio management.

General estate planning guidance Business succession planning Charitable giving & philanthropy Long-term care insurance
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Anne H

Series 66

Maitland, FL

Cramer & Rauchegger, Inc.

Anne Hudson is a financial advisor at Cramer & Rauchegger, Inc. with 26 years of industry experience. She holds a Series 66 designation and has been with Cramer & Rauchegger since 2013, concurrently working at Kalos Capital since 2014. Cramer & Rauchegger provides investment advisory services primarily to individuals and high net worth clients, as well as related entities such as trusts, estates, and retirement accounts. The firm allocates client assets among third-party advisers, ETFs, and mutual funds, relying on model portfolios developed by those advisers with periodic monitoring for performance and strategy consistency.

General estate planning guidance Business succession planning Charitable giving & philanthropy Long-term care insurance
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