![Allison Kramer, financial advisor Plano TX](/img/ws/profile-blank-sq.png)
Allison Kramer (CRD# 7183704) is an Investment Advisor Representative working at Seaside Wealth Advisors LLC in Plano, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Plano TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Plano TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Seaside Wealth Advisors, LLC | Mechanicsburg, PA | Feb 2024 - Current | < 1 |
Ifbb Pro League | Carnegie, PA | Mar 2022 - Current | 2 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2022 - Jan 2024 | 1 |
Northwestern Mutual Investment Services LLC | Mechanicsburg, PA | Mar 2021 - Jan 2024 | 2 |
Brad Nelson | Mechanicsburg, PA | Dec 2023 - Dec 2023 | < 1 |
Joshua Jenkins | Mechanicsburg, PA | Dec 2019 - Nov 2023 | 3 |
Texas Roadhouse | Camp Hill, PA | Jun 2014 - Sep 2023 | 9 |
Select Medical | Mechanicsburg, PA | Jun 2017 - Nov 2019 | 2 |
Systemone | Hershey, PA | Nov 2016 - Jun 2017 | < 1 |
Amn Healthcare | Coppell, TX | Nov 2015 - Nov 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2022 |
- PA
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts38ACCOUNTS
-
Average Account Value$155,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NC, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.