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Edward William Kramer

SSB&T WEALTH MANAGEMENT, LLC·FREDERICKSBURG, Texas
Series 7, Series 63, Series 65Clean record21 years registeredSSB&T WEALTH MANAGEMENT, LLC
202 W. SAN ANTONIO STREET, FREDERICKSBURG, TX 78624CRD# 4566142Firm CRD# 328102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward William Kramer · FREDERICKSBURG, TX
Registration
CRD #4566142 · SSB&T WEALTH MANAGEMENT, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

SSB&T WEALTH MANAGEMENT, LLC
Sep 2023 – present
ABACUS PLANNING GROUP, INC.
Feb 2015 – Aug 2023
FREDREICKSBURG, TX
USAA FINANCIAL PLANNING SERVICES
Oct 2009 – Feb 2014
SAN ANTONIO, TX
ABACUS PLANNING GROUP INC
Mar 2005 – Sep 2009
COLUMBIA, SC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 7, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SSB&T WEALTH MANAGEMENT, LLC
CRD 328102 · SEC 801-128817
AUM
$100M
Regulatory assets under management
Employees
3
193 client accounts
Services offered by SSB&T WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SSB&T WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Edward William Kramer offer?
Edward William Kramer specializes in Financial Planning, Investment Management. Contact their office in FREDERICKSBURG, Texas for a consultation.
What are Edward William Kramer's credentials?
Edward William Kramer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward William Kramer located?
Edward William Kramer is based in FREDERICKSBURG, Texas, working with SSB&T WEALTH MANAGEMENT, LLC. Their office serves clients in the FREDERICKSBURG metropolitan area and surrounding communities.
How does Edward William Kramer charge for services?
Edward William Kramer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SSB&T WEALTH MANAGEMENT, LLC?
SSB&T WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
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