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Alexander Gordon Craner

Strategic Planning Group

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About Alexander Gordon Craner

Alexander Craner is an Investment Advisor Representative at Strategic Planning Group, a registered investment advisor in Bountiful, Utah. Alexander has been with Strategic Planning Group since June 2019. Alexander is a graduate of the University of Utah. Alexander Craner is a licensed Investment Advisor Representative in Utah, holding the Series 65 license. Alexander also offers insurance product sales and services through Alexander Craner, Sole Proprietor, a separate business. Alexander's primary role with Strategic Planning Group is providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Alexander Craner is currently registered with Strategic Planning Group. Strategic Planning Group is an investment advisor based in Bountiful, Utah, with approximately $513,845,387 in assets under management. They provide financial planning, pension consulting, and educational seminars to both individuals and businesses. Their client base includes high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Strategic Planning Group

190 SOUTH MAIN STREET

BOUNTIFUL, UT 84010

$513.85M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of plan assets; shares in fees paid to third-party advisers

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Alexander Craner’s Registration & Firm History

UT

05/24/2021 - Present

Strategic Planning Group (BOUNTIFUL UT)

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Licenses & Designations

IA

Issued 04/19/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Gordon Craner.
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