Caleb Crane

CRANE FINANCIAL SOLUTIONS

AVON, IN

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CRD#: 7809408

Professional summary

Caleb Crane is a registered financial advisor currently at CRANE FINANCIAL SOLUTIONS located in Avon, Indiana.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Caleb has worked at 2 firms and has passed the Series 65 exam.

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.

Integrity Accounting. Non-investment related. Address is 1305 Cumberland Ave #110, West Lafayette, IN 47906. Bookkeeping business in West Lafayette, IN. I am an employee. Start date was October 23, 2023. 40 hours per week, 160 hours per month. 30 hours per week, 120 hours per month during trading hours. I am an employee who works with payroll and works on budgets for companies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb 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

March 15, 2024 - Present

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.

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

Indiana
(3/15/2024)

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: 8/26/2023

Uniform Investment Adviser Law Examination

Current Firm

CRANE FINANCIAL SOLUTIONS

CRANE FINANCIAL SOLUTIONS | CRANE FINANCIAL SOLUTIONS LLC

CRD#: 330410 / SEC#:

Indiana

Registered Investment Advisory firm - (3/15/2024 Approved)

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Contact information

Main Address

Avon, IN

Mailing Address

Phone number

(317) 619-3261

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Caleb Crane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb Crane's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRANE FINANCIAL SOLUTIONS

SUNRIFT CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2023

Current Firm

CRANE FINANCIAL SOLUTIONS

Contact information

Documents

Red Flags

Company Information

CRANE FINANCIAL SOLUTIONS

TRUST BUT VERIFY

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