Ryan
Craner
Strategic Planning Group
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About this Advisor
Ryan Craner is a financial advisor who works out of Bountiful, Utah who has 24 years of relevant experience. Craner is on the advisory team at Strategic Planning Group. The advisor has gained experience at Capital Concepts Financial, Strategic Planning Group, Cambridge Investment Research Inc, Cambridge Investment Research Advisors Inc, Cambridge Investment Research Advisors, Inc, Girard Securities, Inc, Ryan E. Craner, Strategic Capital Enterprises LLC, Purshe Kaplan Sterling Investments and Action Recovery Group. Craner holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas and Utah. Strategic Planning Group is a registered investment company based in Bountiful, UT. It manages $369 million in assets across its 2,691 accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,691 accounts, just 9% belong to high-net-worth investors who have at least $1 million in assets available to invest. Strategic Planning Group performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on which service is offered. Fees billed by Strategic Planning Group most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Planning Group Brokerage Details
$368,489,537
9
2,691
$136,934
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Ryan Craner Work History
Ryan has been registered as a financial advisor for 24 years.*
Strategic Capital Enterprises LLC
Action Recovery Group
Strategic Planning Group
Capital Concepts Financial
Ryan E. Craner
Purshe Kaplan Sterling Investments
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research Inc
Cambridge Investment Research Advisors Inc
Girard Securities, Inc
Girard Securities, Inc
Ryan E. Craner
*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 Ryan Craner 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 Strategic Planning Group
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
Bountiful, UT
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
