Krista Susanne Kramer
Investment Adviser Representative at TCP Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Krista Susanne Kramer is an investment adviser representative with TCP Asset Management, LLC in Fort Wayne, IN, where they have been registered since 2017. They have worked in the securities industry since 2004 and were previously registered with United Planners' Financial Services of America A Limited Partner. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Indiana.
Registrations & licenses
- Investment adviser:
- Indiana
- Broker:
10 states and territories
Alabama, California, Colorado, Illinois, Indiana, Michigan, Missouri, Montana, Ohio, South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- United PlannersNov 2016 – no end date reportedScottsdale, AZ
- Lincoln Financial Advisors CorporationJun 2004 – Dec 2016Fort Wayne, IN
- TCP Asset Management, LLCMar 2017 – no end date reportedColumbus, OH
- Krista KramerOct 2007 – no end date reportedFort Wayne, IN
- Trendency Capital PartnersJan 2017 – Feb 2017Fort Wayne, IN
- TCP Asset Management, LLCMar 2017 – no end date reportedFort Wayne, IN
- Krista KramerMay 2025 – no end date reportedFort Wayne, IN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TCP Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service independent wealth management, including fiduciary financial advice, financial planning, and ongoing collaboration to support clients' financial independence
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Upper Arlington, OH
- SEC file number:
- 801-108836
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Krista Susanne Kramer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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