Financial Partners, Inc
An Iowa independent boutique financial advisory firm founded by Bob Kramer, AIF® - Accredited Investment Fiduciary, offering financial and retirement planning including pension programs, fee-based investments, estate planning and insurance. Our Mission is to provide intelligent and trustworthy advisory services. Our Vision is to make a positive, profound impact on the lives of you and your family. Through our unique process, The Intelligent Advantage™, we assist our clients in reaching their most important objectives. Like a fingerprint, every client is different, and we design their financial plans according to their aspirations for the people most important to them. Our long-term commitment to our clients is built on the highest level of integrity, trust and experience. Contact us to discuss what we do differently at 641-684-0368. Financial planning and Investment advisory services offered through Prosperity Capital Advisors.
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- BA
Blake A. Smith
Certified Financial Plannertm · Finance & Accounting
EmailPhone - RM
Rebecca Miller
Client Relations Specialist · Customer/Client Service
EmailPhone - BK
Bob Kramer
President and Financial Advisor · General Business & Management
EmailPhone - ML
Melody Lowe
Investment Services Assistant · Finance & Accounting
EmailPhone - ML
Melody Lowe
Investment Services Assistant · Finance & Accounting
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Financial Partners, Inc
5 distinct titles indexed · top 5 shown.
- 2investment services assistant
- 1certified financial plannertm
- 1client relations specialist
- 1president and financial advisor
- 1wealth advisor
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