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Theodore K
CFP®, Series 66
Redmond, WA
Krammer Financial
Theodore Krammer Jr. Jr. is a CFP® and holds a Series 66 designation with 20 years of industry experience. He founded Krammer Financial in 2015 after working at OSAIC Services, Inc. and Equitable Advisors. Outside of his advisory role, he receives compensation for referrals to an unaffiliated consulting company and is a licensed insurance agent in Washington. Krammer Financial is an independent, state-registered investment adviser based in Redmond, WA, managing approximately $70.9 million across 45 clients. The firm serves individuals, multi-generational families, and employer-sponsored retirement plans, focusing on strategic asset allocation with tactical adjustments and offering discretionary and non-discretionary services along with access to independent sub-advisors.
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