Kenneth D. Cranstone

THREE SHEEP WEALTH MANAGEMENT

MONTEREY, CA 93940

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CRD#: 6302325

Professional summary

Kenneth David Cranstone, CFP®, who also goes by Ken Cranstone, is a registered financial advisor currently at THREE SHEEP WEALTH MANAGEMENT, LLC located in Monterey, California.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kenneth has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ken Cranstone

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) 2024-Present: Privately Held Residential Real Estate/Not Investment Related/Monterey, CA/Mr. Cranstone owns and earns passive income from real residential property. This activity involves less than five percent time each month, after traditional business hours, and does not involve an investment by advisory firm clients.//(2) 2024-Present: California Arts and Sciences Institute/Not Investment Related/Carmel, CA/Non-Profit/Board Member (Unpaid)/Involves less than one percent time each month, including during traditional business hours.//(3) 2020-Present: Carmel Public Library Foundation/Not Investment Related/Carmel, CA/Non-Profit/Treasurer (Unpaid)/This activity involves less than five percent time each month, after traditional business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth David Cranstone'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

April 25, 2025 - Present

THREE SHEEP WEALTH MANAGEMENT, LLC

Office #1: 288 Pearl St #2003, Monterey, CA 93940

RIA

CRD#: 335741

MONTEREY, CA

Past

March 10, 2020 - March 5, 2025

INTEGRIS WEALTH MANAGEMENT, LLC

RIA

CRD#: 111336

MONTEREY, CA

Past

July 13, 2017 - April 1, 2020

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

RIA

CRD#: 105698

SACRAMENTO, CA

Past

June 1, 2017 - June 21, 2017

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SACRAMENTO, CA

Past

April 3, 2017 - July 31, 2019

OSAIC WEALTH, INC.

CRD#: 23131

SACRAMENTO, CA

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
(4/25/2025)

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: 6/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2017

General Securities Representative Examination

Current Firm

THREE SHEEP WEALTH MANAGEMENT, LLC

CRD#: 335741 / SEC#:

California

Registered Investment Advisory firm - (4/23/2025 Approved)

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Contact information

Main Address

288 Pearl St #2003, Monterey, CA 93940

Mailing Address

177 Webster St #235, Monterey, CA 93940

Phone number

(831) 521-6116

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kenneth D. Cranstone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth David Cranstone's CRS (Customer Relationship Summary).

Certified licenses

Experience

THREE SHEEP WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/3/2017

Current Firm

THREE SHEEP WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

THREE SHEEP WEALTH MANAGEMENT, LLC

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