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portrait of Kevin T Kramer
FINANCIAL ADVISOR

Kevin T Kramer

CFP®
14314 124th Ave N E, Kirkland, WA 98034opens in a new window
Client by Referral
Serving clients with $500,000
CallSend Me a Message

About Kevin

I became interested in finance at an early age, and started to invest when I was in the 7th grade. I learned quickly that money does not provide happiness, but it can often provide more choices in life. I care deeply about helping my clients have more opportunities to better support their individual goals and enhance their personal relationships.

Our branch team believes successful professionals and business owners that appreciate advice can achieve a work-optional lifestyle. As a financial advisor, my team and I will help you accomplish this by actively listening to your most important financial goals. We will create...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of WashingtonBachelor of Arts

Personal Interests

  • Reading
  • Golfing
  • Skiing
  • Movies & Entertainment
  • Podcasts

Team Members

  • Gloria Largent
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(425) 821-9639

Fax

(866) 445-1341

Office Address

14314 124th Ave N E
Kirkland, WA 98034opens in a new window

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