Kramer Wealth Managers Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Kramer Wealth Managers specializes in helping clients envision their future, take action and measure results. We are a full-service financial planning practice with expertise in wealth management, retirement saving and income planning, college saving, insurance strategies, estate design and advanced tax strategies. Let’s envision the future together.

Visit our website at www.kramerwealth.com

Branch office:
9099 Ridgefield Drive
Suite 101
Frederick, MD 21701

240-379-6929 (Voice)
240-439-6689 (VP)

--------------------------------------------------------------------------------------Securities and Investment Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC (www.finra.org and www.sipc.com). Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the United States. No offers may be made or accepted from any resident outside of the United States. Neither Osaic Wealth, nor its registered representatives, offer tax ore legal advice. For assistance with these matters, please consult your tax or legal advisor.

Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the United States. No offers may be made or accepted from any resident outside the United States.

The site may contain links to articles or other information that are contained on a third party website. Kramer Wealth Managers and Osaic Wealth, Inc. does not endorse or accept responsibility for the content, or the use, of the web site.

Find Kramer Wealth Managers employees' phone numbers or email addresses

Kramer Wealth Managers Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Kramer Wealth Managers's Leadership

  • Stylized image of a person
    D. L.
    Managing Partner
    Phone icon
  • Stylized image of a person
    A. F.
    Partner And Advisor
    Phone icon
  • Stylized image of a person
    D. F.
    Partner And Advisor
    Phone icon
  • Stylized image of a person
    C. D.
    Vice President
    Phone icon
  • Stylized image of a person
    L. D.
    Operations Manager
    Phone icon
  • Stylized image of a person
    S. S.
    Financial Advisor
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  • Stylized image of a person
    T. B.
    Registered Client Relations Specialist
    Phone icon
  • Stylized image of a person
    A. R.
    Client Relations Specialist
    Phone icon

Contact profiles from Kramer Wealth Managers

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. L.
    Managing Partner
    Phone icon
    United StatesTexas
    Feb 19, 2024
  • Stylized image of a person
    A. F.
    Partner And Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    D. F.
    Partner And Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    C. D.
    Vice President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    L. D.
    Operations Manager
    Phone icon
    United StatesMaryland
    Oct 25, 2025
  • Stylized image of a person
    S. S.
    Financial Advisor
    Phone icon
    United StatesMaryland
    Nov 10, 2025
  • Stylized image of a person
    T. B.
    Registered Client Relations Specialist
    Phone icon
    United StatesTexas
    Aug 08, 2025
  • Stylized image of a person
    A. R.
    Client Relations Specialist
    Phone icon
    United States
    Oct 25, 2025
  • Stylized image of a person
    J. T.
    Financial Advisor
    Phone icon
    United StatesMaryland
    Oct 27, 2025

Frequently Asked Questions

What is Kramer Wealth Managers known for?

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Kramer Wealth Managers was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 9099 Ridgefield Drive, Suite 101; you can contact the main corporate office by phone at . Explore Kramer Wealth Managers's company overview page for more information.

What is Kramer Wealth Managers's most common email format?

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Kramer Wealth Managers employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kramer Wealth Managers email formats with LeadIQ.

How many employees does Kramer Wealth Managers have currently?

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Kramer Wealth Managers has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Kramer Wealth Managers's key employees and leadership?

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As of December 2025, Kramer Wealth Managers's key employees include:

  • Managing Partner: D. L.
  • Partner And Advisor: A. F.
  • Partner And Advisor: D. F.
  • Vice President: C. D.
  • Operations Manager: L. D.

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