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CHRIS KRAMER

RK Wealth Management, LLC

1200 Valley West Drive
Suite 403

West Des Moines, IA 50266
(515) 3486019

About RK Wealth Management, LLC

RK Wealth Management, LLC has been serving the Business Owners and hard working Families of the Central Midwest by providing quality education, wealth strategies and ongoing service. We see the need to protect incomes, livelihoods, retirement dreams and leave a legacy. Our organization helps Families, Business Owners and their Businesses navigate the complexities of financial strategies.
We believe that human emotions often cloud the judgment necessary to make positive, life changing decisions. When faced with multiple options outside of your comfort zone and level of skill or experience, objective analysis and action will become increasingly difficult. RK Wealth exists to empower our clients to take action through education and increased awareness.

General Information

Firm Start Year

2013

No.of Employees

2-4

CRD#

2423040

Firm CRD#

14869

States Licensed in

AZ, CA, FL, IA, IL, KS, MS, MO, NE, MN

Years of Experience in Financial Services

25

Services

I can meet clients in the following ways

Video Conference, Via email, Via phone, At your office, At your home, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 7, Series 6

Insurance and Annuity Licenses

Annuity, Disability, Long Term Care, Variable Annuity, Variable Life, Life

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

Disclaimer

Representatives offer products and services using the following business names: RK Wealth Management, LLC/Midwest Financial Solutions, LLC - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC-securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with RK Wealth Management, LLC/Midwest Financial Solutions, LLC.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.