Cranston Gesell, financial advisor Thousand Oaks CA
96 score

Cranston Gesell

CRD Number: 1182387
Current Firm: Professional Planning

Cranston Gesell (CRD# 1182387) is an Investment Advisor Representative working at Professional Planning in Thousand Oaks, CA and has over 28 years of experience in the finance industry. Cranston Gesell 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
Mutual Securities Inc. Thousand Oaks, CA Jun 2009 - Current 7
Professional Planning Thousand Oaks, CA Jul 2000 - Current 16
Sun Financial Group Woodland Hills, CA Jan 1987 - Current 29
Royal Alliance Associates, Inc. Thousand Oaks, CA Jan 2000 - Jun 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S66 NASAA Uniform Combined State Law Examination May 2000
Contact Info for Cranston R. Gesell
Phone Number: 805-446-4601
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)
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
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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