A complete list of active advisors currently associated with Schram, Lori

Warmer can help you find a great advisor at Schram, Lori or one who fits your needs even better.

The firm is a sole‑proprietor registered investment adviser that serves individuals and couples, offering discretionary security selection for individual and family accounts and assistance in selecting mutual funds and other securities for self‑directed IRAs. Investment options are limited to mutual funds, unit investment trusts, exchange‑traded instruments and bonds. The adviser evaluates historical returns, current market conditions, mutual fund manager experience, issuer fundamentals and broader economic and political factors when selecting investments, and generally intends holdings to be held for several months or longer. Clients may place limits on permitted security types and may grant written discretionary authority; the firm does not maintain custody and clients receive account statements directly from their custodians. Although the firm was formed in early 2024, the adviser has prior industry experience dating to the mid‑1990s through a previous affiliation, which is notable for a newly established solo practice. The firm manages a very small number of client accounts while accepting clients without a stated account minimum, and it discloses that the adviser may personally hold positions that are also recommended to clients.

To learn more about the advisors currently working at Schram, Lori, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.