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Our Company

Kramer Investment Services, LLC, a state registered investment advisor, serving Lake Geneva, Wisconsin and surrounding communities, provides financial planning and asset management.

Our mission is to help you meet your retirement goals. It is our goal to help you preserve and protect your hard earned money. In addition, we strive to provide you with the appropriate investment plans with the objective of achieving higher than average growth and income. At Kramer Investment Services, LLC, we provide you with the professional service you deserve.

Kramer Investment Services, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Kramer Investment Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

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