Alexander Craner (CRD# 7370986) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 3 years of experience in the finance industry.
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Craner, Sole Proprietor | Bountiful, UT | Oct 2021 - Current | 2 |
| Strategic Planning Group | Bountiful, UT | May 2021 - Current | 3 |
| Strategic Planning Group | Bountiful, UT | Jun 2019 - Current | 4 |
| Jp Morgan Chase Bank | Bountiful, UT | Apr 2017 - May 2019 | 2 |
| Full-tiime Student | Bountiful, UT | Aug 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- UT
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Total Assets Under Management514MILLIONS
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Total Number of Accounts3,070ACCOUNTS
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Average Account Value$167,376
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, LA, NE, NV, TN, TX, UT, WA, WY
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