Unclaimed Profile

Ryan Eugene Craner

STRATEGIC PLANNING GROUP, LLC·BOUNTIFUL, Utah

SIE, Series 6, Series 7, Series 24, Series 63, Series 6526 years registeredSTRATEGIC PLANNING GROUP, LLC

190 SOUTH MAIN STREET, BOUNTIFUL, UT 84010CRD# 1752377Firm CRD# 113844

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ryan Eugene Craner · BOUNTIFUL, UT

Registration

CRD #1752377 · STRATEGIC PLANNING GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

STRATEGIC PLANNING GROUP

Aug 1999 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2015 – Dec 2017

Bountiful, UT

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2014 – Dec 2017

OGDEN, UT

GIRARD SECURITIES, INC.

Nov 2013 – Jun 2014

OGDEN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 19, 1999

Years registered · 26

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIC PLANNING GROUP, LLC

CRD 113844 · SEC 801-112440

AUM

$514M

Regulatory assets under management

Employees

3,070 client accounts

Services offered by STRATEGIC PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Ryan Eugene Craner offer?

Ryan Eugene Craner specializes in Financial Planning, Investment Management. Contact their office in BOUNTIFUL, Utah for a consultation.

What are Ryan Eugene Craner's credentials?

Ryan Eugene Craner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Eugene Craner located?

Ryan Eugene Craner is based in BOUNTIFUL, Utah, working with STRATEGIC PLANNING GROUP, LLC. Their office serves clients in the BOUNTIFUL metropolitan area and surrounding communities.

How does Ryan Eugene Craner charge for services?

Ryan Eugene Craner's firm is compensated through percentage of aum, hourly charges, subscription fees, other: % of plan assets; shares in fees paid to third-party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC PLANNING GROUP, LLC?

STRATEGIC PLANNING GROUP, LLC has approximately 18 employees and manages $514M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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