Robert J. Kramer

B. Kramer Head Shot

 

Bob Kramer, a native Ottumwan, is Founder and President of Financial Partners, Inc.  Upon graduating from the University of Northern Iowa with a B.A. in Business Education Bob pursued teaching. After teaching business for several years, Bob found that he had a strong desire to help individuals.  As a financial advisor he is able to realize his mission to provide intelligent and trustworthy financial services while making a profound, positive impact on the lives of you and your family.

As an independent financial advisor Bob offers financial planning and investment advise on an advisory basis with a focus in personal financial planning, risk management, investments, retirement planning, and estate planning. Working with businesses, individuals, and employer sponsored benefit programs Bob offers a custom financial blueprint designed for your current stage in life and beyond.

Bob presently holds these professional designations to improve his ability to provide knowledge and service tools for his clientele. Retirement, growth strategies, and income planning were focuses of study.

AIF® – Accredited Investment Fiduciary®

ChFC – Chartered Financial Consultant

CLU – Chartered Life Underwriter

LUTCF – Life Underwriter Training Council Fellow

FINRA Licenses Series 7 – General Securities Registered Representative, Series 6, and Series 63

 

2016 marks Bob’s 30th year as a member of the National Association of Insurance and Financial Advisors (NAIFA), formerly the National Life Underwriters Association, where he has received education, training and lifetime experience to service his clients and community. As former President of the Ottumwa Chapter Bob has gained lifelong friendships by being a part of this organization.  Bob is also an active member of the Society of Financial Sales Professionals.

 

An active community leader, Bob has served on many business and civic organizations, including Lions Club, Rotary Club, Trees Forever, and the Ottumwa Chamber of Commerce.  Bob is involved competitively in disc golf, and enjoys watching his sons Ben and Sam’s athletic activities.  Bob and his wife Jane are active in their church and community.

Personality Profile: Positivity, Achiever, Developer, Empathy, Harmony

KOLBE Profile: Highest traits are Research and Follow Through

 

 

 

Family Photo

 

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Check the background of this investment professional on FINRA’s BrokerCheck.

 

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