American Wealth Management
47yrs
Top advisor by experience in Alpharetta
24yrs
Based in Alpharetta, Georgia, Brook Kramer is a fiduciary financial advisor with 24 years of industry experience. Brook has been with Fifth Third Securities since 2025; before that, Brook spent a year at Bancwest Investment Services and six years at Syntrinsic Investment Counsel. Fifth Third Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 21% by experience at Fifth Third Securities
OfficeAlpharetta, GA
How the firm is paid ?Percent of assets
Typical client at the firm ?$230,450
Advisors at the firm1,009
States licensed ?1 state
Services through Fifth Third Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowFifth Third Securities, Inc.Current firm
- Aug 2022 – Aug 2023Bancwest Investment Services, Inc.Previously
- 2008 – 2015Syntrinsic Investment Counsel, LLC.Previously
- Oct 2006 – Aug 2008UBS Financial Services Inc.Previously
- 2002 – 2005UBS Financial Services Inc.Previously
Contact Brook
(888) 889-1025Firm headquarters in Cincinnati, OH. Ask for Brook. Alpharetta, GAOffice · Get directions LinkedIn pageFifth Third SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brook
Tailored to Brook’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brook
How do I contact Brook?
Call Fifth Third Securities at (888) 889-1025 and ask for Brook Kramer. Brook works from the Alpharetta, GA office.
How long has Brook been a financial advisor?
Brook has been in the industry since 2002, about 24 years. Top 21% by experience at Fifth Third Securities.
What licenses does Brook hold?
Series 66. Tap any license on this page to see what it allows.
Is Brook a fiduciary?
Brook is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brook paid?
Fifth Third Securities reports being paid by a percentage of the assets they manage. Ask Brook for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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