Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Craner is a financial advisor with Strategic Planning Group. Thomas has been in the industry for over 6 years and holds several licenses and certifications. He specializes in financial planning, pension consulting, and portfolio management. His primary focus is working with individuals and families. Thomas has a strong commitment to providing personalized and comprehensive financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of plan assets; shares in fees paid to third-party advisers
1
2
UT
06/14/2019 - Present
Strategic Planning Group (BOUNTIFUL UT)
UT
11/01/2017 - 12/23/2021
PURSHE KAPLAN STERLING INVESTMENTS (Bountiful UT)
UT
03/14/2017 - 11/10/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Bountiful UT)
UT
06/15/2015 - 01/15/2016
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 05/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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