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Steven B. Crane

FINANCIAL LEGACY BUILDERS
FAIRBORN, OH
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CRD#: 6754745
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Steven Baxter CraneFINANCIAL LEGACY BUILDERS

Professional summary


Steven Baxter Crane is a registered financial advisor currently at FINANCIAL LEGACY BUILDERS located in Fairborn, Ohio.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Steven has worked at 1 firm and has passed the SIE exam.

At a Glance


Always Fiduciary

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.
- Name of other business: Crane Consulting Solutions LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Ongoing consulting and training for organizations - Position/title/duties: Strategic Consultant; Provide strategic consulting services to various organizations, including guidance in the areas of strategy, training and development, organizational change, process improvement, automation, and education. - Start date: 01/2018 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 3 - Name of other business: 360 Veteran LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Medical services company - Position/title/duties: Founder & CEO; Provide medical documentation and support services to military veterans in connection with their VA disability claims. - Start date: 06/2020 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 5 - Name of other business: Steven Crane LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Personal brand/internet personality company - Position/title/duties: Author & Speaker; Engage in public speaking, author and publish books and articles, conduct independent research, and appear as a guest on radio shows and podcasts. - Start date: 01/2023 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: Veteran Roadmap 501(c)(3) - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Non-profit that assist veterans - Position/title/duties: Founder & Executive Director; Meet with veterans around the world to provide mentorship and guidance, and assist them by connecting them with appropriate organizations, resources, or individuals to help meet their personal and professional needs. - Start date: 11/2023 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: CivDiv Connect LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Professional Network/Resources/Referral Group for veterans - Position/title/duties: Founder & CEO; Facilitate small networking groups and informal connections between veterans and civilian professionals who can assist them in areas such as career development, health, life planning, and other specialized professional services. - Start date: 06/2025 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0 - Name of other business: Trinity Wellness Coaching LLC - Investment-related: No - Address: Fairborn, OH - Nature of the other business: Mind/Body/Spirit Coaching service - Position/title/duties: Life Coach; Provide professional coaching services to high-performing individuals in one-on-one and group settings. Coaching is centered on the integration of mind, body, and spirit to support personal growth, performance, and well-being. - Start date: 06/2025 - Approximate number of hours/month devoted to the other business: 10 - Number of hours devoted during securities trading hours: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Baxter Crane'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®
None

Experience


Current

July 23, 2025 - Present

FINANCIAL LEGACY BUILDERS

RIA
CRD#: 336752
FAIRBORN, OH

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
(7/23/2025)
IAR
Texas
(7/9/2026)

Exams


General Industry/Product Exam
RR
SIE
Date: 2/8/2025
Securities Industry Essentials Examination

Current Firm


FL
FINANCIAL LEGACY BUILDERS
FINANCIAL LEGACY BUILDERS | FINANCIAL LEGACY BUILDERS LLC

CRD#: 336752 / SEC#:

Ohio
Registered Investment Advisory firm - (6/11/2025 Approved)
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Contact information


Main Address
Fairborn, OH
Mailing Address
Phone number
(513) 806-2692
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


FINANCIAL LEGACY BUILDERS

CRD#: 336752Fairborn, OH

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