JC
John R. Crane
UNITED ADVISOR GROUP
Olmsted Falls, OH 44138
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CRD#: 3179778
JC
Professional summary
John Robert Crane JR, CFP®, who also goes by John R Crane, John Robert Crane, is a registered financial advisor currently at UNITED ADVISOR GROUP located in Olmsted Falls, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John R Crane | John Robert Crane
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). United Advisor Group,Is Investment Related,,Registered Investment Advisor,Advisor/Partner,2023-03-11,160 hours per month,160 hours per month during trading hours,Fee Based Compensation,I will be an Advisor/Partner in United Advisor Group. Will provide investment advisory services for fee based compensation through UAG. 2). Crane Family Properties LLC,Is Not Investment Related,,LLC that holds my office building,Owner,2022-12-06,2 hours per month,2 hours per month during trading hours,No Compensation Compensation,"This is a personal LLC that holds my office building. I collect rent from Plum Creek Wealth Advisors (my business), one other office tenant next door, and a residential tenant in the apartment upstairs." 3). Falls Pointe Single Family HOA,Is Not Investment Related,,Homeowner's Association,Board Member,2021-11-01,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,I serve as a board member for my neighborhood HOA. 4). "Plum Creek Wealth Advisors, LLC",Is Investment Related,"25586 Bagley Rd., Suite 2, Olmsted Falls, OH, 44138, United States",Financial Planning / Divorce Planning / Insurance Sales,Owner,2011-11-01,100 hours per month,100 hours per month during trading hours,Other Compensation,"I complete financial plans, divorce plans, and sell insurance products. Fee based arrangements for financial plans and divorce plans. Commissions earned for insurance products, mainly LTC, life, and DI."
CRS (Client Relationship Summary) - RIA
Click below to view John Robert Crane JR'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: 2010
Experience
Current
March 14, 2023 - Present
UNITED ADVISOR GROUP
Office #1: 25586 Bagley Rd. Suite 2, Olmsted Falls, OH 44138RIA
CRD#: 324205
Olmsted Falls, OH
Past
March 14, 2023 - January 25, 2024
SILVER OAK SECURITIES, INCORPORATED
BD
CRD#: 46947
Olmsted Falls, OH
Past
November 1, 2017 - March 27, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Olmsted Falls, OH
Past
November 1, 2017 - March 27, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Olmsted Falls, OH
Past
December 6, 2011 - November 2, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
WESTLAKE, OH
Past
November 30, 2011 - November 2, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
WESTLAKE, OH
Past
January 7, 2005 - November 29, 2011
L.M. KOHN & COMPANY
RIA
CRD#: 27913
CONCORD, OH
Past
January 4, 2005 - November 29, 2011
L.M. KOHN & COMPANY
BD
CRD#: 27913
CONCORD, OH
Past
July 26, 2004 - December 31, 2004
NEBS FINANCIAL SERVICES, INC.
BD
CRD#: 103874
CLEVELAND, OH
Past
July 16, 2002 - July 29, 2004
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
August 8, 2001 - June 19, 2002
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
May 5, 1999 - August 9, 2001
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
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".
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 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.Highlighted states indicate IAR registrations
IAR
Ohio(3/14/2023)
IAR
Texas(3/22/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
UA
UNITED ADVISOR GROUP
ASCENSION FINANCIAL PARTNERS | WEALTH BY DESIGN | VERTICAL WEALTH PLANNING | UNITED ADVISOR GROUP, LLC | UNITED ADVISOR GROUP | TASIK FINANCIAL STRATEGIES | SUNSET WEALTH MANAGEMENT | STRATEGIC FINANCIAL | SORENSEN FINANCIAL | RJ BEUCLER FINANCIAL | RIGHTSELL & COMPANY | PLUM CREEK WEALTH ADVISORS | MUSTARD MONEY, LLC | MURPHY FINANCIAL GROUP | MICHIANA FINANCIAL PARTNERS, LLC DBA ZAYA WEALTH | MIAMI VALLEY FINANCIAL PARTNERS | LEGACY WEALTH MANAGEMENT, INC. | LEGACY WEALTH MANAGEMENT | KO-ADVISORS | IRONSIDE STRATEGIES | FTACEK FINANCIAL SERVICES | FRONTLINE WEALTH CARE | FLAT IRON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | BOVE CONNOLLY TAYLOR FINANCIAL GROUP | BHT WEALTH MANAGEMENT | BENEFIT FINANCIAL SERVICES
CRD#: 324205 / SEC#: 801-127090
RIA
Registered Investment Advisory firm - (1/5/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242
Mailing Address
Phone number
(888) 242-4912
Established
Firm type
Fiscal year end
# of Employees
61
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,875 |
| AUM (Assets Under Management) | $ 1,091,628,945 |
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.
Company Information
UNITED ADVISOR GROUP
CRD#: 324205Olmsted Falls, OH 44138TRUST BUT VERIFY
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