Ryan Craner (CRD# 1752377) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 36 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Craner Holdings, Llc, | Bountiful, UT | Apr 2021 - Current | 3 |
| Action Recovery Group | Ogden, UT | May 2011 - Current | 12 |
| Strategic Planning Group | Bountiful, UT | Aug 1999 - Current | 24 |
| Ryan E. Craner | Bountiful, UT | Aug 1985 - Current | 38 |
| Capital Concepts Financial | Bountiful, UT | Jul 1985 - Current | 38 |
| Purshe Kaplan Sterling Investments | Albany, NY | Nov 2017 - Jan 2022 | 4 |
| Strategic Capital Enterprises LLC | Bountiful, UT | Dec 2015 - Apr 2021 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2015 - Nov 2017 | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | May 2014 - Nov 2017 | 3 |
| Ryan E. Craner | Bountiful, UT | Jul 1998 - Oct 2016 | 18 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jun 2014 - Oct 2015 | 1 |
| Girard Securities, Inc. | Ogden, UT | Nov 2013 - Jun 2014 | < 1 |
| Girard Securities, Inc. | Ogden, UT | Jun 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
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- TX
- 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
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