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Kramer Investment Services, LLC 

  • Retirement Planning
  • Kramer Investment Services
  • Kramer Investment and Insurance Services, Inc.
Kramer Investment Services, LLC is here to help you meet your retirement goals. It is our goal to help you preserve and protect your hard earned money. Secondly, we strive to provide you with the appropriate investment plans with a goal of achieving higher than average growth & income. At Kramer Investment Services, LLC, we provide you with the professional service you deserve.

Kramer Investment Services, LLC

Kramer Investment Services, LLC, an/a SEC or 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 that leads 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.


Retirement Planning



Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for ...

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Kramer Investment Services



At Kramer Investment Services, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time ...

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Kramer Investment and Insurance Services, Inc.



Our mission is to provide you with innovative financial strategies in an effort to provide financial clarity and solutions to help improve your quality of life. Making strong commitments to you and building life-long relationships are tenets of our success.


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Our Locations

Kramer Investment Services, LLC
612 S Wells St, Unit G Lake Geneva, WI 53147
262-729-4128 jimk@kramerinvestmentservices.com

McHenry Office
5435 Bull Valley Rd, Suite 122
McHenry, IL 60050
815-331-8096

Our Company

  • Home
  • Our Company
  • Our Team
  • Strategic Alliances
  • Media Library
    • Video Library
    • Radio
  • Seminars
  • Contact
  • KramerConnect

Our Services

  • Retirement Planning
  • Kramer Investment Services
  • Kramer Investment and Insurance Services, Inc.
  • Your Guide to Retirement Income
  • Generational Vault

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kramer Investment Services, LLC and our editorial staff.  Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Kramer Investment Services, LLC a Registered Investment Advisor in the State of Wisconsin and Illinois. Insurance products and services are offered through Kramer Investment and Insurance Services, Inc. Kramer Investment Services, LLC and Kramer Investment and Insurance Services, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Wisconsin and Illinois or where otherwise legally permitted. Kramer Investment Services, LLC, Kramer Investment and Insurance Services, Inc. and James Kramer are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.