Brian
Crane
Legacy Wealth Management, LLC
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About this Advisor
Brian Crane is a financial advisor operating in Boise, Idaho with 4 years of industry experience. Crane works at Legacy Wealth Management, LLC. Throughout their career, they have worked at Legacy Wealth Management, LLC, Mass Mutual, Uber, Lyft, Northwest Farm Credit, Utah Valley Lawn Care, Byu Events Custodial, Byu Baker, Lds Mission and Lpm Insurance & Agency. Crane has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Idaho. Legacy Wealth Management, LLC is a registered investment company that has its headquarters in Boise, ID. The investment advisory business has offices in six locations and a total of 36 financial advisors. It has $251 million in assets between its 2,921 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 2,921 client accounts, just 7% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fees charged by Legacy Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$251,413,146
36
2,921
$86,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Brian Crane Work History
Brian has been registered as a financial advisor for 4 years.*
Legacy Wealth Management, LLC
Lpm Insurance & Agency
Uber
Lyft
Mass Mutual
Northwest Farm Credit
Utah Valley Lawn Care
Byu Events Custodial
Byu Events Custodial
Byu Baker
Lds Mission
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Crane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management, LLC
Burley, ID
Bountiful, UT
Boise, ID
Bountiful, UT
Boise, ID
Boise, ID
Boise, ID
Boise, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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