Ryan E. Craner

STRATEGIC PLANNING GROUP

Bountiful, UT 84010

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CRD#: 1752377

Professional summary

Ryan Eugene Craner, who also goes by Ryan E Craner, is a registered financial advisor currently at STRATEGIC PLANNING GROUP located in Bountiful, Utah.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Ryan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan E Craner

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)CAPITAL CONCEPTS INC. INVESTMENT RELATED 190 S. MAIN ST. BOUNTIFUL UT 84010. PAYROLL COMPANY FOR SELF AND EMPLOYEES OF RIA. PRESIDENT. START 04/1989. 20 HOURS/MONTH 0 DURING TRADING. BUSINESS IS USED TO RECEIVE 1099 INCOME FOR RYAN CRANER AND PAY HIS STAFF PAYROLL. 2)INDEPENDENT INSURANCE AGENT, 190 SOUTH MAIN STREET, BOUNTIFUL, UT, 4/1985 SELLING LIFE & LTC PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2 HR/WK - 2/TRADING. 3)ACTION RECOVERY GROUP. OGDEN, UT. STARTED 5/2011 AS OFFICER AND DIRECTOR. OVERALL MANAGEMENT, DAY TO DAY OVERSIGHT, LECTURES, COUNSELING. SPENDS 20-30 HOURS PER MONTH, NONE DURING TRADING. 5)UNITAH LEGACY, FARMINGTON, UT, 7/2009 AS OWNING MEMBER IN CABIN LOCATED IN SUMMIT COUNTY, UT. NIR - 1 HR/YR - 0/TRADING. 6-CRANER HOLDINGS, LLC, 190 SOUTH MAIN STREET, BOUNTIFUL, UT, 12/2015 AS MANAGING MEMBER OF LLC WHICH OWNS OFFICE BUILDING. NIR - 2 HR/WK - 0/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Eugene Craner's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 19, 1999 - Present

STRATEGIC PLANNING GROUP

Office #1: 190 South Main Street, Bountiful, UT 84010

RIA

CRD#: 113844

Bountiful, UT

Past

November 1, 2017 - January 6, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Bountiful, UT

Past

October 30, 2015 - December 5, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Bountiful, UT

Past

June 20, 2014 - December 5, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

OGDEN, UT

Past

May 30, 2014 - November 22, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Bountiful, UT

Past

November 20, 2013 - June 20, 2014

GIRARD SECURITIES, INC.

RIA

CRD#: 18697

OGDEN, UT

Past

June 21, 2011 - May 30, 2014

GIRARD SECURITIES, INC.

CRD#: 18697

OGDEN, UT

Past

July 2, 1998 - June 21, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

OGDEN, UT

Past

April 21, 1994 - July 8, 1998

FIRST WESTERN ADVISORS

CRD#: 13623

HOLLADAY, UT

Past

February 7, 1990 - April 19, 1994

AMERICAN FUNDS & TRUSTS INCORPORATED

CRD#: 1066

SALT LAKE CITY, UT

Past

February 8, 1988 - December 19, 1989

WASHINGTON NATIONAL EQUITY COMPANY

CRD#: 4242

EVANSTON, IL

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".

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (3/8/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(10/17/2005)

IAR

Utah
(8/19/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/22/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/18/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/23/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/5/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/21/2000

General Securities Principal Examination

Current Firm

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (3/8/2018 Terminated)

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Contact information

Main Address

190 South Main Street, Bountiful, UT 84010

Mailing Address

Phone number

(801) 627-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (8/15/2025)

Regulatory assets under management

Total Number of Accounts	3,999
AUM (Assets Under Management)	$ 813,369,866

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.

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Advisor Monitoring

Firm Stability Insights

Ryan E. Craner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Eugene Craner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

GIRARD SECURITIES, INC.

GIRARD SECURITIES, INC.

SECURITIES AMERICA, INC.

FIRST WESTERN ADVISORS

AMERICAN FUNDS & TRUSTS INCORPORATED

WASHINGTON NATIONAL EQUITY COMPANY

Primary Firm SEC Registration

STRATEGIC PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/22/1999

Series 63

Date: 3/18/1988

SIE

Date: 10/1/2018

Series 7

Date: 6/23/1999

Series 6

Date: 2/5/1988

Series 24

Date: 12/21/2000

Current Firm

STRATEGIC PLANNING GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC PLANNING GROUP

TRUST BUT VERIFY

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