Brent J. Woolsey

RED CRANE WEALTH MANAGEMENT

Palo Alto, CA 94306

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CRD#: 4863635

Professional summary

Brent John Woolsey, CFP® is a registered financial advisor currently at RED CRANE WEALTH MANAGEMENT, LLC located in Palo Alto, California.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brent has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent John Woolsey'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 7, 2016 - Present

RED CRANE WEALTH MANAGEMENT, LLC

Office #1: 3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306

RIA

CRD#: 284006

Palo Alto, CA

Past

February 11, 2005 - July 6, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN FRANCISCO, CA

Past

January 14, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 14, 2005 - July 6, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN FRANCISCO, 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".

RED CRANE WEALTH MANAGEMENT, LLC

RED CRANE CAPITAL MANAGEMENT | RED CRANE WEALTH MANAGEMENT, LLC | RED CRANE WEALTH MANAGEMENT

CRD#: 284006 / SEC#: 801-129813

RIA

Registered Investment Advisory firm - (4/1/2024 Approved)

California

Registered Investment Advisory firm - (5/2/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/4/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/2/2024 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

California
(7/7/2016)

IAR

Texas
(3/1/2018)

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 66

Date: 2/10/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/6/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/13/2005

General Securities Representative Examination

Current Firm

RED CRANE WEALTH MANAGEMENT, LLC

RED CRANE CAPITAL MANAGEMENT | RED CRANE WEALTH MANAGEMENT, LLC | RED CRANE WEALTH MANAGEMENT

CRD#: 284006 / SEC#: 801-129813

RIA

Registered Investment Advisory firm - (4/1/2024 Approved)

California

Registered Investment Advisory firm - (5/2/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (4/4/2024 Terminated)

Texas

Registered Investment Advisory firm - (4/2/2024 Terminated)

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Contact information

Main Address

3000 El Camino Real Building 4, Suite 200, Palo Alto, CA 94306

Mailing Address

Phone number

(415) 316-0982

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/7/2025)

FORM ADV 2A APP. 1 - WRAP FEE PROGRAM (2/7/2025)

Regulatory assets under management

Total Number of Accounts	443
AUM (Assets Under Management)	$ 134,072,600

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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Brent J. Woolsey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent John Woolsey's CRS (Customer Relationship Summary).

Certified licenses

Experience

RED CRANE WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RED CRANE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2005

SIE

Date: 7/6/2016

Series 7

Date: 1/13/2005

Current Firm

RED CRANE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RED CRANE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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