Kelly Crane, financial advisor Saint Helena CA
84 score

Kelly Crane

CRD Number: 1236296
Current Firm: Napa Valley Wealth Management

Kelly Crane (CRD# 1236296) is an Investment Advisor Representative working at Napa Valley Wealth Management in Saint Helena, CA and has over 33 years of experience in the finance industry. Kelly Crane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC St. Helena, CA Oct 2016 - Current 1
Truenote Investment Advisors, Inc. St. Helena, CA Mar 2015 - Current 3
Napa Valley Wealth Management (prev Name Crane Asset Mgmt) Concord, CA Feb 1993 - Current 25
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Oct 2016 3
Financial Network El Segundo, CA May 2008 - Dec 2012 4
Associated Securities Corp. Plesant Hill, CA Feb 2003 - May 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kelly F. Crane
Phone Number: 707-963-5096
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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