Thomas Craner (CRD# 6488075) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 8 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 |
|---|---|---|---|
| Thomas Craner, Sole Proprietor | Bountiful, UT | Sep 2020 - Current | 3 |
| Strategic Planning Group | Bountiful, UT | Jun 2019 - Current | 4 |
| Capital Concepts | Bountiful, UT | Jan 2017 - Current | 7 |
| Pursche Kaplan Sterlings Investments | Bountiful, UT | Nov 2017 - Dec 2021 | 4 |
| Strategic Planning Group | Bountiful, UT | Jan 2017 - Jun 2019 | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2017 - Nov 2017 | < 1 |
| Brightstar Wireless | Riverdale, UT | Dec 2015 - Feb 2017 | 1 |
| Fidelity Brokerage Services LLC | Salt Lake City, UT | Jun 2015 - Jan 2016 | < 1 |
| Brightstar Wireless | Riverdale, UT | Feb 2014 - May 2015 | 1 |
| Darden Restaurants | Riverdale, UT | Feb 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- UT
-
Total Assets Under Management514MILLIONS
-
Total Number of Accounts3,070ACCOUNTS
-
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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