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Kelly Farwell Crane

TRUENOTE INVESTMENT ADVISORS, INC.·EL CERRITO, California
SIE, Series 7, Series 24, Series 63CFP23 years registeredTRUENOTE INVESTMENT ADVISORS, INC.
6333 POTRERO AVENUE, EL CERRITO, CA 94530CRD# 1236296Firm CRD# 172294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Farwell Crane · EL CERRITO, CA
Registration
CRD #1236296 · TRUENOTE INVESTMENT ADVISORS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Apr 2022 – present
NAPA VALLEY WEALTH MANAGEMENT
Feb 2022 – Jun 2022
ST. HELENA, CA
TRUENOTE INVESTMENT ADVISORS, INC.
Feb 2022 – Jun 2022
EL CERRITO, CA
TRUENOTE INVESTMENT ADVISORS, INC.
Jan 2017 – Dec 2021
EL CERRITO, CA
NAPA VALLEY WEALTH MANAGEMENT
Jul 2008 – Dec 2021
ST. HELENA, CA
CETERA ADVISOR NETWORKS LLC
May 2008 – Oct 2016
ST HELENA, CA
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
Apr 2003 – May 2008
PLEASANT HILL, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · April 14, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

2026Customer Dispute·Pending
2024Judgment / Lien

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TRUENOTE INVESTMENT ADVISORS, INC.
CRD 172294 · SEC 801-81117
Employees
2
Total firm employees
Services offered by TRUENOTE INVESTMENT ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRUENOTE INVESTMENT ADVISORS, INC. →
Introduction

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05

Frequently Asked Questions

What services does Kelly Farwell Crane offer?
Kelly Farwell Crane specializes in Financial Planning, Investment Management. Contact their office in EL CERRITO, California for a consultation.
What are Kelly Farwell Crane's credentials?
Kelly Farwell Crane holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kelly Farwell Crane located?
Kelly Farwell Crane is based in EL CERRITO, California, working with TRUENOTE INVESTMENT ADVISORS, INC.. Their office serves clients in the EL CERRITO metropolitan area and surrounding communities.
How does Kelly Farwell Crane charge for services?
Kelly Farwell Crane's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUENOTE INVESTMENT ADVISORS, INC.?
TRUENOTE INVESTMENT ADVISORS, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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Research
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