ChooseAFinancialAdvisor.com
Advisors / Washington / Bellevue
29yrs

Sandra Cramer

Financial advisor at Mariner

Bellevue, WACFP®Top 12% by experience at MarinerFiduciary advisor
Call the officeDirections

At a glance

Experience29 years (since 1998)
How that compares ?Top 12% by experience at Mariner
OfficeBellevue, WA
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Mariner

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination

Career

  1. Jul 2026 – now
    MarinerCurrent firm
  2. Feb 2025 – Jul 2026
    J.p. Morgan Securities LLCPreviously
  3. Nov 2004 – Dec 2005
    Citigroup Global Markets Inc.Previously
  4. Apr 2004 – Jul 2004
    Truist Investment Services, Inc.Previously
  5. Mar 2003 – Apr 2004
    Charles Schwab & CO., Inc.Previously

Questions to ask Sandra

Tailored to Sandra’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Sandra

How do I contact Sandra?

Call Mariner at 913-904-5700 and ask for Sandra Cramer. Sandra works from the Bellevue, WA office.

How long has Sandra been a financial advisor?

Sandra has been in the industry since 1998, about 29 years. Top 12% by experience at Mariner.

What licenses does Sandra hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Sandra a fiduciary?

Sandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Sandra paid?

Mariner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Sandra for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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