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CC

Caleb Crane

Some features on this profile are disabled
CRD#: 7809408
CC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Caleb Crane was a registered financial professional .

Caleb is a previously registered financial professional and started their career in finance in 2023. Caleb had worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 15, 2024 - December 31, 2025

CRANE FINANCIAL SOLUTIONS

RIA
CRD#: 330410
AVON, IN
Past

September 13, 2023 - October 24, 2023

SUNRIFT CAPITAL PARTNERS LLC

RIA
CRD#: 159583
PLAINFIELD, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/26/2023
Uniform Investment Adviser Law Examination

Current Firm

CF
CRANE FINANCIAL SOLUTIONS
CRANE FINANCIAL SOLUTIONS | CRANE FINANCIAL SOLUTIONS LLC

CRD#: 330410 / SEC#:

PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Avon, IN
Mailing Address
Phone number
(317) 619-3261
Established
Firm type
Fiscal year end
# of Employees
1

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.

Company Information

CRANE FINANCIAL SOLUTIONS

CRD#: 330410

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