Connor J. Oak

CRANE CAPITAL MANAGEMENT LLC

SPRING PARK, MN 55384

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CRD#: 6770897

Professional summary

Connor Jeffrey Oak is a registered financial advisor currently at CRANE CAPITAL MANAGEMENT LLC located in Spring Park, Minnesota.

Connor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Connor has worked at 5 firms and has passed the Series 65, Series 7TO and SIE 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 Connor Jeffrey Oak'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

September 25, 2025 - Present

CRANE CAPITAL MANAGEMENT LLC

Office #1: 4154 Shoreline Drive Suite 220, Spring Park, MN 55384

RIA

CRD#: 310157

SPRING PARK, MN

Past

January 9, 2025 - September 15, 2025

LARSON FINANCIAL SECURITIES, LLC

CRD#: 152517

Wayzata, MN

Past

July 26, 2024 - September 15, 2025

LARSON FINANCIAL GROUP, LLC

RIA

CRD#: 140599

Wayzata, MN

Past

October 9, 2023 - July 26, 2024

INTRUA FINANCIAL

RIA

CRD#: 281554

Plymouth, MN

Past

September 20, 2022 - October 6, 2023

WORK OPTIONAL, INC.

RIA

CRD#: 143430

PLYMOUTH, MN

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

Minnesota
(9/25/2025)

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 65

Date: 9/20/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/9/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/6/2024

Securities Industry Essentials Examination

Current Firm

CRANE CAPITAL MANAGEMENT LLC

CRD#: 310157 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/21/2021 Approved)

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Contact information

Main Address

4154 Shoreline Drive Suite 220, Spring Park, MN 55384

Mailing Address

Phone number

(952) 406-0114

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 23,947,566

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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Firm Stability Insights

Connor J. Oak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Connor Jeffrey Oak's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRANE CAPITAL MANAGEMENT LLC

LARSON FINANCIAL SECURITIES, LLC

LARSON FINANCIAL GROUP, LLC

INTRUA FINANCIAL

WORK OPTIONAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2022

Series 7TO

Date: 1/9/2025

SIE

Date: 11/6/2024

Current Firm

CRANE CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRANE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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