Alexander G. Craner

STRATEGIC PLANNING GROUP

Bountiful, UT 84010

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CRD#: 7370986

Professional summary

Alexander Gordon Craner, who also goes by Alex Craner, is a registered financial advisor currently at STRATEGIC PLANNING GROUP located in Bountiful, Utah.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Alexander has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Craner

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.

Alexander Craner, Sole Proprietor; investment related; Bountiful, Utah; Insurance product sales and services; started 10/2021; Approximately 16 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Gordon Craner'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®

None

Experience

Current

May 24, 2021 - Present

STRATEGIC PLANNING GROUP

Office #1: 190 South Main Street, Bountiful, UT 84010

RIA

CRD#: 113844

Bountiful, UT

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".

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (3/8/2018 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

Utah
(5/24/2021)

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: 4/19/2021

Uniform Investment Adviser Law Examination

Current Firm

STRATEGIC PLANNING GROUP

STRATEGIC PLANNING GROUP | STRATEGIC PLANNING GROUP, LLC

CRD#: 113844 / SEC#: 801-112440

RIA

Registered Investment Advisory firm - (2/22/2018 Approved)

Texas

Registered Investment Advisory firm - (2/23/2018 Terminated)

Utah

Registered Investment Advisory firm - (3/8/2018 Terminated)

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Contact information

Main Address

190 South Main Street, Bountiful, UT 84010

Mailing Address

Phone number

(801) 627-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC PLANNING GROUP ADV PART 2A AND 2B (8/15/2025)

Regulatory assets under management

Total Number of Accounts	3,999
AUM (Assets Under Management)	$ 813,369,866

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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Alexander G. Craner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Gordon Craner's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC PLANNING GROUP

Primary Firm SEC Registration

STRATEGIC PLANNING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/19/2021

Current Firm

STRATEGIC PLANNING GROUP

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC PLANNING GROUP

TRUST BUT VERIFY

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