Unclaimed Profile

Robert Brett Kramer

NATIVE AMERICAN FUND ADVISORS LLC·TULSA, Oklahoma

Series 6530 years registeredNATIVE AMERICAN FUND ADVISORS LLC

1616 EAST 15TH STREET, TULSA, OK 74120CRD# 1934782Firm CRD# 108149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Brett Kramer · TULSA, OK

Registration

CRD #1934782 · NATIVE AMERICAN FUND ADVISORS LLC · 30 years registered

Brand Profile

Not yet started

Career History

NATIVE AMERICAN FUND ADVISORS LLC

May 2019 – present

PINNACLE INVESTMENT ADVISORS

May 2019 – present

NATIVE AMERICAN FUND ADVISORS LLC

Aug 1996 – Dec 2018

TULSA, OK

PINNACLE INVESTMENT ADVISORS

Mar 1996 – Dec 2018

TULSA, OK

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 12, 1996

Years registered · 30

Disclosure History

2019Financial·Pending

2019Judgment / Lien

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

NATIVE AMERICAN FUND ADVISORS LLC

CRD 108149 · SEC 801-57618

AUM

$35M

Regulatory assets under management

Employees

2 client accounts

Services offered by NATIVE AMERICAN FUND ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NATIVE AMERICAN FUND ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Robert Brett Kramer offer?

Robert Brett Kramer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Robert Brett Kramer's credentials?

Robert Brett Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Brett Kramer located?

Robert Brett Kramer is based in TULSA, Oklahoma, working with NATIVE AMERICAN FUND ADVISORS LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Robert Brett Kramer charge for services?

Robert Brett Kramer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIVE AMERICAN FUND ADVISORS LLC?

NATIVE AMERICAN FUND ADVISORS LLC has approximately 8 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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