Strategic Planning Group

Strategic Planning Group (CRD# 113844) is a financial advisory firm headquartered in Bountiful, UT. They manage $513,845,387 in 3,070 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
190 South Main Street, Bountiful, UT 84010
http://www.spgutah.com
By the Numbers
  • Total Assets Under Management
    514
    MILLION
  • Total Number of Accounts
    3,070
    ACCOUNTS
  • Average Account Value
    $167,376
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, LA, NE, NV, TN, TX, UT, WA, WY

Financial Advisors at Strategic Planning Group
Showing 1 - 5 of 5 top financial advisors.
1
Ryan Craner, financial advisor Bountiful UT
Ryan E. Craner
CRD#: 1752377
190 South Main Street, Bountiful, UT 84010

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.

2
William Draper, financial advisor Bountiful UT
William J. Draper
CRD#: 4907513
190 South Main Street, Bountiful, UT 84010

William Draper (CRD# 4907513) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 19 years of experience in the finance industry.

3
John Park, financial advisor Bountiful UT
John M. Park
CRD#: 6166417
190 South Main Street, Bountiful, UT 84010

John Park (CRD# 6166417) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 10 years of experience in the finance industry.

4
Alexander Craner, financial advisor Bountiful UT
Alexander G. Craner
CRD#: 7370986
190 South Main Street, Bountiful, UT 84010

Alexander Craner (CRD# 7370986) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 3 years of experience in the finance industry.

5
Thomas Craner, financial advisor Bountiful UT
Thomas J. Craner
CRD#: 6488075
190 South Main Street, Bountiful, UT 84010

Thomas Craner (CRD# 6488075) is an Investment Advisor Representative working at Strategic Planning Group in Bountiful, UT and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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