Callen Schramm, Heather Schramm

Schramm Financial Group

Adviser/team AUM: $155,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Stratos Wealth Partners
Adviser(s) location

Baton Rouge, LA

Date announced May 14, 2014
Transition date March 20, 2014

Latest Moves to Stratos Wealth Partners

Adviser(s) Date announced
Rhonda Chavez, Jake Carlson, Kevin Pitts, Michael Woods July 28, 2015
Tiomthy B. Clepper, Kelly M. Kuennen, Max SchindlerFebruary 13, 2015
Hayley HigginsFebruary 11, 2015

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.