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Toll-Free: 844-821-4111
Generational Vault

Our Team

Kramer Investment Services, LLC is here to help you meet your retirement goals. It is their goal to help you preserve and protect your hard earned money. Secondly, we strive to provide you with the appropriate investment plans that with a goal of achieving higher than average growth & income.

At Kramer Investment Services, LLC, we provide you with the professional service you deserve.

James Kramer

President & Investment Advisor Representative

Jim Kramer is an Investment Advisor and Insurance Broker. He has been in the Financial Services industry since 1990. Jim previously served as Director of Sales for the Principal Financial Group and holds the following degrees and designations:

  • Bachelor of Science degree in Economics from the University of Wisconsin Oshkosh.
  • Master of Business Administration degree in Economics from the New York Institute of Technology.
  • Registered Employee Benefits Consultant designation from the American College.
  • Registered Health Underwriter designation from the American College.

Heather Rainer

Director of Administration & Marketing

Heather Rainer is the Director of Administration and Marketing at Kramer Investment Services, LLC. She has an Associate of Applied Science degree from Gateway Technical College where she graduated with honors. She grew up in Toronto Canada and moved to the United States in 1998. She has three teenage boys and lives in Burlington, WI. In her free time, she competes in off road Mountain bike racing. She enjoys cycling, camping and spending time with friends and family. Heather is passionate about providing our clients with a high level of personalized service.

Tricia Ruby

Administrative Assistant

Tricia recently moved back to the area where she spent much of her childhood, swimming, boating, and skiing on our beautiful lake. She has a Bachelor’s degree in Nutrition and Dietetics from Illinois State University and recently received her WI license in Real Estate. She has two college aged kids and enjoys training for and running marathons in her spare time as well as managing several properties. Tricia looks forward to assisting Jim and Heather with all their office duties while getting to know and serving clients with care.