Thomas
Craner
Strategic Planning Group
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About this Advisor
Thomas Craner is a financial advisor based in Bountiful, Utah with 4 years of industry experience. Craner is currently employed by Strategic Planning Group. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Darden Restaurants, Cambridge Investment Research, Inc, Brightstar Wireless, Pursche Kaplan Sterlings Investments, Capital Concepts, Strategic Planning Group and Thomas Craner, Sole Proprietor. Craner has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Utah. Strategic Planning Group is a registered investment business operating out of Bountiful, UT. It administers $369 million in assets under management among its 2,691 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,691 customer accounts, just 9% are associated with high-net-worth clients who have more than $1 million in investable assets. The company has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually are based on which services are offered. However, fee types billed by Strategic Planning Group most likely include 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
Thomas Craner Work History
Thomas has been registered as a financial advisor for 4 years.*
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
*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 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 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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