
Matt Cramer
Financial Advisor

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About me
Independent Branch Leader and Financial Consultant: Helping clients own their tomorrow
Education

Ferris State University
1989 - 1992Bachelor's Degree Professional Golf Management
Experience

Morgan Stanley
Sept 1998 - Mar 2001Financial Advisor
Wells Fargo Advisors
Mar 2001 - Dec 2007Financial Advisor
Cramer Investment Management, LLC (Wells Fargo Advisors Financial Network)
Dec 2007 - Jul 2013Managing Principal
Charles Schwab
Jul 2013 - nowIndependent Branch LeaderThe Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments.Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.This profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.© 2017 Charles Schwab Corporation, All right reserved. Unauthorized access is prohibited. Usage will be monitored.BROKERAGE PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE Show less
Licenses & Certifications
- View certificate

Certified Financial Planner
Certified Financial Planner Board of Standards IncJan 2005 .webp)
Series 10
Financial Industry Regulatory Authority (FINRA)Jan 2008.webp)
Series 63
Financial Industry Regulatory Authority (FINRA)Jan 1998.webp)
Series 31
Financial Industry Regulatory Authority (FINRA)Jan 1998.webp)
Series 65
Financial Industry Regulatory Authority (FINRA)Nov 2007.webp)
Series 9
Financial Industry Regulatory Authority (FINRA)Mar 2008.webp)
Series 7
Financial Industry Regulatory Authority (FINRA)Jan 1998
Languages
- enEnglish
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