Amy Kramer
Quad-Cities Investment Group · Davenport, Iowa
Amy Kramer is a fee-only financial advisor at Quad-Cities Investment Group in Davenport, Iowa. Quad-Cities Investment Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Quad-Cities Investment Group |
|---|---|
| Based in | Davenport, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $425.5M across 1,546 accounts |
| SEC registration | Investment adviser representative in IA, IL · CRD 2765326 |
| Exams passed | Series 63 (1996) · Series 65 (2018) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.quadcitiesinvestmentgroup.com |
How Amy's firm compares
- Quad-Cities Investment Group's average account is about $275,000, from its Form ADV (assets managed divided by 1,546 accounts).
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Questions about Amy
Is Amy Kramer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Quad-Cities Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Quad-Cities Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Amy Kramer based?
Amy Kramer is based in Davenport, Iowa.
Is Amy Kramer registered with the SEC?
Yes. Amy Kramer is registered as an investment adviser representative in IA and IL (CRD 2765326), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Quad-Cities Investment Group manage?
Quad-Cities Investment Group reports $425.5M across 1,546 accounts in assets under management.
How do I contact Amy Kramer?
Through Amy's website, www.quadcitiesinvestmentgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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