Strategic Planning Group

Strategic Planning Group (CRD# 113844) is a financial advisory firm headquartered in Ogden, UT. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Strategic Planning Group
Showing 1 - 2 of 2 top financial advisors.
1
John M. Park
CRD#: 6166417
1752 Combe Road, Suite 3, Ogden, UT 84403
89
Wealthminder
score

John Park (CRD# 6166417) is an Investment Advisor Representative working at Strategic Planning Group in Ogden, UT and has over 2 years of experience in the finance industry.

2
Ryan E. Craner
CRD#: 1752377
1752 Combe Road, Suite 3, Ogden, UT 84403
83
Wealthminder
score

Ryan Craner (CRD# 1752377) is an Investment Advisor Representative working at Strategic Planning Group in Ogden, UT and has over 28 years of experience in the finance industry.

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