Thomas
Craner
Strategic Planning Group
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About this Advisor
Thomas Craner is a financial advisor based in Bountiful, Utah, working with Strategic Planning Group. Thomas has previously held positions at Fidelity Brokerage Services LLC, Darden Restaurants, Cambridge Investment Research, Inc, Brightstar Wireless, Pursche Kaplan Sterlings Investments, Capital Concepts, Strategic Planning Group, and as a sole proprietor. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Thomas is part of Strategic Planning Group, which operates out of Bountiful, Utah. The firm has 18 employees and manages assets totaling $513.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Strategic Planning Group includes asset-based, hourly, fixed, and other fees.
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Fee Structure
Office Location
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Strategic Planning Group Brokerage Details
$513,845,387
18
3,070
$167,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Craner Work History
Thomas Craner, Sole Proprietor
Strategic Planning Group
Capital Concepts
Cambridge Investment Research, Inc
Pursche Kaplan Sterlings Investments
Strategic Planning Group
Fidelity Brokerage Services LLC
Brightstar Wireless
Brightstar Wireless
Darden Restaurants
Disclosures
Please visit the SEC profile of Thomas 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 6/19/2024. 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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