Anthony F. Krance
Professional summary
Anthony Frank Krance, AIF®, CFP®, who also goes by Anthony Krance, Tony Krance, is a registered financial advisor currently at CIRCLE R WEALTH LLC located in Crivitz, Wisconsin.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Anthony has worked at 8 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Frank Krance's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
April 8, 2010 - Present
CIRCLE R WEALTH LLC
Office #1: 117 N Us Highway 141, Crivitz, WI 54114July 8, 2014 - April 6, 2015
KERBERROSE WEALTH MANAGEMENT, LLC
February 3, 2004 - January 7, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 3, 2004 - January 7, 2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 8, 2002 - March 8, 2004
AVANTAX INVESTMENT SERVICES, INC.
October 9, 2001 - April 15, 2002
SII INVESTMENTS, INC.
October 20, 1995 - October 11, 2001
HARBOUR INVESTMENTS, INC.
June 21, 1994 - November 1, 1995
QUEST CAPITAL STRATEGIES, INC.
November 3, 1992 - June 17, 1994
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2010)
Exams
Current Firm
CIRCLE R WEALTH LLC
CRD#: 135993 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 7,401,722 |
Red Flags
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