Dale Kramer brought his Minnesota roots to northern New York more than 41 years ago. The “North Country” holds a special place in Dale’s heart because it is where he met the love of his life and settled into the wonderful benefits of living in the small community of Massena, New York. For 37 years, Dale has traversed various aspects of financial planning within the context of a corporate structure.
Dale enjoys taking advantage of the four seasons in northern New York. He is an avid long-distance runner and appreciates the wide array of outdoor sporting opportunities that define a fulfilling lifestyle in the St. Lawrence Valley and the Adirondack Mountains. Additionally, Dale is passionate about music, theatre, and the performing arts. For 22 years, he has volunteered his musical skills on trumpet to participate in high school musicals as an orchestra pit member.
Kramer graduated from Carleton College in Northfield, Minnesota, in 1978. After attending the University of Minnesota in 1979, he embarked on a journey to the state of New York.
Dale is a financial consultant with 37 years of experience and has accumulated various professional accomplishments within the financial planning field. These designations include the CFP® certification, as well as an MS in financial services. Both of these were completed under the tutelage of the College for Financial Planning in Denver, Colorado.
In 2019, Dale completed an MDiv degree from Regent University in Virginia Beach, Virginia. The deductive and inductive methodologies honed during his academic experience at Regent assist with his holistic approach to financial planning, which is grounded in universal principles that have stood the test of time.
Dale has acquired the following industry registrations, designations, and appointments:
- Investment Advisor Representative (FINRA Series 65 securities registration)
- General Securities Registered Representative (FINRA Series 7 securities registration)
- NASAA Uniform Securities Agent (FINRA Series 63 securities registration)
- Life and Variable Insurance Licenses in New York
- CERTIFIED FINANCIAL PLANNER® certification