Todd Michael Crane
Investment adviser representative at Crane & Associates Wealth Management
14 yearsExperience
7 statesRegistered in
CFP® certification, CFADesignations
$934.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- T Crane Advisory LLCJan 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Crane & Associates Wealth ManagementJul 2021 to now
- Crane Advisory LLC dba Crane & Associates Wealth ManagmenetJul 2021 to now
- Crane & AssociatesSep 2019 to now
- Cetera Wealth Services, LLCJan 2013 to now
- CeteraSep 2012 to Sep 2019
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 7 states (AZ, CA, CO, ID, NV, TX, WA).
Crane & Associates Wealth Management
Legal name: Crane Advisory LLC
$934.6MAssets managed
468Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5005867
- Firm CRD
- 314432