DC
Donald B. Crane
CRANE & ASSOCIATES WEALTH MANAGEMENT
Fullerton, CA 92831
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CRD#: 1228564
DC
Professional summary
Donald Bradford Crane, CFP® is a registered financial advisor currently at CRANE & ASSOCIATES WEALTH MANAGEMENT located in Fullerton, California and CETERA INVESTMENT ADVISERS LLC located in Fullerton, California.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Donald has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Estate Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/18/2016; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG TERM CARE. 2. CRANE & ASSOCIATES; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA NAME; START 07/11/2011; >40HRS/WEEK (TRADING HOURS;) DBA NAME FOR SECURITIES BUSINESS. 3. NAME OF OTHER BUSINESS: CRANE ADVISORY LLC DBA CRANE & ASSOCIATES WEALTH MANAGEMENT - CRD#314432; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: OWNER/INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 7/2021; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT; 4. NAME OF OTHER BUSINESS: DBC ADVISORY LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: MANAGER/OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY - BOOKKEEPING;
CRS (Client Relationship Summary) - RIA
Click below to view Donald Bradford Crane's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1985
Experience
Current
July 30, 2021 - Present
CRANE & ASSOCIATES WEALTH MANAGEMENT
Office #1: 801 E. Chapman Ave Suite 104, Fullerton, CA 92831RIA
CRD#: 314432
Fullerton, CA
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 801 East Chapman Ave Ste 104, Fullerton, CA 92831RIA
CRD#: 105644
FULLERTON, CA
Current
January 25, 1984 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 801 East Chapman Ave Ste 104, Fullerton, CA 92831BD
CRD#: 13572
Fullerton, CA
Past
August 3, 2005 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/9/2013)
RR
Arizona(3/10/1997)
IAR
Arizona(9/20/2022)
RR
Arkansas(8/11/2025)
RR
California(3/24/1984)
IAR
California(7/30/2021)
RR
Colorado(1/2/2003)
IAR
Colorado(8/1/2023)
RR
District of Columbia(1/2/2025)
RR
Florida(7/5/1995)
RR
Georgia(4/18/2013)
RR
Hawaii(8/3/2022)
RR
Idaho(2/7/2013)
IAR
Idaho(9/15/2023)
RR
Illinois(2/26/1997)
RR
Kansas(6/23/2017)
RR
Kentucky(10/30/2012)
RR
Louisiana(4/22/2019)
RR
Maryland(10/9/2007)
RR
Michigan(4/19/1999)
RR
Minnesota(4/13/2000)
RR
Nevada(1/16/2001)
IAR
Nevada(9/25/2023)
RR
New York(7/23/2001)
RR
North Carolina(10/3/2006)
RR
Ohio(4/19/2007)
RR
Oregon(5/12/1999)
RR
Pennsylvania(8/19/2020)
RR
Puerto Rico(1/2/2025)
RR
South Carolina(1/7/2013)
RR
Tennessee(9/21/2021)
RR
Texas(2/19/1998)
IAR
Texas(9/8/2022)
RR
Utah(12/9/2008)
RR
Virginia(6/28/2011)
RR
Washington(2/23/1999)
IAR
Washington(2/27/2023)
RR
Wyoming(3/24/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
