Donald CraneCRD Number: 6080556
Current Firm: Creative Financial Strategies, Inc.
Donald Crane (CRD# 6080556) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Lancaster, NH and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Cvt Financial Planning
Stifel, Nicolaus & Company, Incorporated
|Creative Financial Strategies, Inc.||Littleton, NH||Dec 2016 - Current||1|
|Ameriprise Financial Services, Inc.||Berlin, NH||May 2014 - Dec 2016||2|
|Lpl Financial LLC||Lancaster, NH||Jan 2013 - May 2014||1|
|Crane & Bell, Pllc||Lancaster, NH||Jan 2000 - Jan 2013||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management6MILLIONS
Total Number of Accounts33ACCOUNTS
Average Account Value$194,848
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)