At Stifel, we have established ourselves as one of the nation's leading wealth management and investment banking firms.  With more than 400 offices across the nation, our philosophy on investing is grounded on a 130-year-old tradition of trust, understanding, and solid, studied advice.  Established in 1890, our company provides a comprehensive portfolio of financial services designed to address the varied needs of a broad range of investors. 

We believe in strong individual relationships that stand the test of time.  Our knowledgeable Financial Advisors offer a personalized approach to finding the appropriate strategies for your financial needs.  We truly believe that by placing your needs and interests first, you will prosper.  We are dedicated to providing innovative, creative, high-quality, and value-added products and services to help you pursue your goals.

 

Michael A. Kramer
First Vice President/Investments
 

Education

  • Bachelor of Arts, University of Wisconsin-Milwaukee
     

Licenses and Certifications

  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative
  • Life, Health, and Variable Insurance (including annuities)
     

Experience

Michael began his investment services career in 2000 and joined Stifel in 2018 upon the firm's acquisition of Ziegler Wealth Management.


Memberships

  • The Mequon-Thiensville Chamber of Commerce – Past President and Board Member
  • Pivotal Directions – President and Board Member  
  • Community Projects for Seniors – 10-year volunteer


Philosophy

Michael believes everyone wants to live a “work-optional” lifestyle, where the pursuit of happiness isn't just about receiving a paycheck from an employer.  His mission is to help you pursue this lifestyle by helping you assemble the pieces of your financial puzzle to create a bigger picture of where you are now and where you want to be during retirement.   

Whether you are a hands-on investor or want to outsource the management of your investment portfolio, you will be in command of how involved you want to be with your plan on a daily basis.  Michael is committed to researching investment opportunities, periodically reviewing your investments, and staying abreast of changing market conditions. 

 

Personal

Michael and his wife, Heidi, grew up only a couple miles apart from each other but didn't meet until they were adults.  They have been married since 2002 and now have three kids.  Their oldest, Josie, is in high school.  They also have boy/girl twins, Ryan and Evie, who are in middle school. Their kids keep them very busy with their individual activities, but they love to make time to travel as a family. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck