Kramer Investment Services, LLC, a state registered investment advisor serving Lake Geneva, Wisconsin and the surrounding communities, provides comprehensive financial strategies and asset management in collaboration with our clients.

We’re driven to provide the families and businesses we serve with innovative financial strategies, solutions and planning that can result in financial health, clarity, and security. Our foundation for success at Kramer Investment Services, LLC is an unyielding commitment to our clients with a goal of leading to lifelong relationships.

Kramer Investment Services, LLC arms investors with custom-tailored investment strategies that can help meet short and long-term needs. We provide full transparency through our separately managed accounts.

Our goal at Kramer Investment Services, LLC is to help our clients realize their financial dreams through creative solutions in an open and transparent process that can incorporate both financial and insurance* solutions to help achieve financial independence. As a fiduciary, we’re legally obligated to put our clients’ interests first.

We help empower our clients to navigate today’s complex financial world with customized plans that fit their personal, family, and business needs.

*Insurance offered through Kramer Investment and Insurance Services, Inc.