United Planners Form ADV

Who We Are
Our Services
Working With Us
Blog
Contact
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Client Access

Who We Are
- Our Team
- Where We Started
Our Services
- Financial Planning
- Income Planning
Working With Us
Blog
Contact
Resource Links
Client Access

UP Form ADV Part 2A Disclosure Brochure.PDF

EMAIL

info@munkebykramer.com

PHONE

(952) 474-6933

FAX

(952) 474-2789

HOPKINS ADDRESS

6 10th Avenue North
Hopkins, MN 55343

BLAINE ADDRESS

4325 Pheasant Ridge Drive Suite 603
Blaine, MN 55449

CLIENT ACCESS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AK, AZ, CA, CO, CT, FL, IL, IA, KS, KY, MA, ME, MN, MO, NV, NC, ND, OK, OR, TX, VA, WA, WI.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

*Financial advisors offering securities and advisory services offered through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Munkeby Kramer and UNITED PLANNERS are not affiliated. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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