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Robert K

ChFC®, Series 63

Roseville, MN

Prosperity Capital Advisors

Robert Kramer is a financial advisor with Prosperity Capital Advisors in Roseville, MN, holding a ChFC® designation and Series 63 license, with 39 years of industry experience. He previously worked at Sigma Planning Corporation and Sigma Financial Corporation before joining Prosperity Capital Advisors. Outside of finance, Mr. Kramer is an author, a board member of the Ottumwa Park and Recreation Foundation, a freelance writer on non-financial topics, and a competitive disc golf participant. Prosperity Capital Advisors is an SEC-registered firm serving individual and high-net-worth investors, corporations, trustees, retirement plans, and other advisory clients. The firm employs model-based, asset-allocation investment strategies with ongoing portfolio supervision, utilizing core and specialized models from major providers alongside advisor-directed and third-party sub-advised portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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