Thomas James Craner
Investment adviser representative at Strategic Planning Group
11 yearsExperience
1 stateRegistered in
$910.3MFirm assets
8 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Thomas Craner, Sole ProprietorSep 2020 to now
- Strategic Planning GroupJan 2017 to now
- Capital ConceptsJan 2017 to now
- Pursche Kaplan Sterlings InvestmentsNov 2017 to Dec 2021
- Cambridge Investment Research, Inc.Mar 2017 to Nov 2017
- Brightstar WirelessDec 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
Strategic Planning Group
Legal name: Strategic Planning Group, LLC
$910.3MAssets managed
1,622Clients
8Advisers
8 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
- 6488075
- Firm CRD
- 113844