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JoAnn KramerRIA Operations

Experience

JoAnn Kramer is the RIA operations manager for HK Financial Services, Inc. (HKFS). She is responsible for managing the day-to-day activities of the asset management accounts team, who work with custodians such as Charles Schwab, SEI and TD Ameritrade. This team sets up new accounts, tracks asset transfers, provides monthly and quarterly client reporting, as well as fee collection and fee sharing with CPA firm affiliates.

Education

B.A. in general studies, University of Northern Iowa, Cedar Falls, Iowa

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