As the Owner of Bruce Kramer Financial Services, Bruce is responsible for overseeing the day-to-day operations of the firm and overall strategic direction of client services. With more than 42 years of industry experience he advises and manages the financial assets of affluent families and individuals, as well as private business owners.
He began his career at Merrill Lynch. After 15 years he moved to UBS for another 15 years and has been an independent advisor with LPL Financial since 2010.
As a 1975 graduate of Lake Superior University, Bruce obtained a B.S. Business Administration. He is actively involved in ballroom dancing, golfing, and fishing. He has served as the President of the Michigan Fly Fishing Club and earned the ‘Senior Patroller’ designation with the National Ski Patrol. As an accomplished amateur musician – he plays Tuba in the Farmington Community Band and two Community Ensembles at Orchestra Hall in Detroit. He also plays rhythm guitar in the Farmington Community Jazz Band - an 18-piece Dance Band.
Our Mission is, and has always been, to help clients to be financially prepared for anything that comes their way.
Over the course of a lifetime we all encounter opportunities, celebrations, and emergencies. We can think of no greater purpose when developing investment strategies and financial plans for clients than to anticipate as many such events as possible. This perspective has enabled us to look back at the work we’ve have done over the years and clearly see that it has always truly been client centered.
Licenses and Registrations
- Series 7, General Securities Representative held through LPL Financial
- Series 8, General Securities Sales Supervisor held through LPL Financial
- Life, Health Insurance, Variable and Fixed Annuities