Arron Cramer

automated call

Yes

CRD#

6523941

Firm CRD#

6413

Insurance License#

17441645

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

IA, IN, TX, KS

Years of Experience in Financial Services

10

Number of Years with Current Firm

1

Work Experience

Like many careers, mine has been a journey of learning and discovering where I'm meant to be. And while I know that journey is far from over, I can confidently say I've reached the fun stage of forever fine-tuning. After graduating from college in 2011, I pursued a career in corrections and law enforcement. It didn't take long to realize that path wasn't the right fit for me. With encouragement from a family member, I transitioned into the financial world in 2015, starting on the insurance side of the industry within the broker-dealer space. Those early years gave me a strong foundation in understanding risk management. Still, I quickly realized I wasn't interested in just selling products; I wanted to build long-term relationships and help people create financial strategies that grow with them and support the goals that matter most. In 2020, I obtained my Series 65 registration and shifted my focus entirely to financial planning. By 2021, I had moved my book of business to a new firm to focus solely on building personalized financial plans, investment strategies, and long-term financial goals. Early on, I partnered with outside portfolio managers to handle investments. But as my planning work deepened, I realized that to fully align each client's financial plan and ensure cost-efficiency and the right investment strategy, I needed to manage portfolios directly. I am now an LPL Investment Advisor Representative. I began doing just that, not only for my clients but also for other advisors' clients. Over time, I realized portfolio management works best as a collaborative team effort, not a solo task. That insight led me to make one final move with my clients to where I am today: proudly serving as a Wealth Manager at Paradigm Wealth Partners, where I work alongside a team that shares my values and commitment to client-first planning. Today, I practice as a fee-based advisor offering both financial planning and portfolio management. Clients may engage in one or both services. Planning fees range from $1,000 to $2,500, depending on the depth of work. Portfolio management fees range from 0.50% to 0.90% annually, based on household portfolio size. I also offer a free initial consultation so we can determine if we are a good fit to work together. I consider it a blessing and a privilege to wake up every day and serve such amazing people. I look forward to continuing to grow as an advisor and serving my clients with purpose, care, and dedication.

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning