John Crane, financial advisor Olmsted Falls OH

John Crane

CRD Number: 3179778
Current Firm: United Advisor Group

John Crane (CRD# 3179778) is an Investment Advisor Representative working at United Advisor Group in Olmsted Falls, OH and has over 24 years of experience in the finance industry. John 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
Silver Oak Securities Jackson, TN Mar 2023 - Current 1
United Advisor Group Olmsted Falls, OH Feb 2023 - Current 1
Plum Creek Wealth Advisors, LLC Olmsted Falls, OH Nov 2011 - Current 12
Cambridge Investment Research, Inc. Fairfield, IA Nov 2017 - Mar 2023 5
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2017 - Mar 2023 5
National Planning Corporation Glastonbury, CT Nov 2011 - Nov 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for John R. Crane
Phone Number: 888.242.4912
Registered State(s):
  • OH
  • TX
Current Firm Details
United Advisor Group
Firm's CRD Number: 324205
By the Numbers
  • Total Assets Under Management
    204
    MILLIONS
  • Total Number of Accounts
    1,334
    ACCOUNTS
  • Average Account Value
    $152,736
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, HI, IL, IN, KY, MI, MN, MO, OH, SC, TN, TX

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