Ryan Craner has been Managing Member of Strategic Planning Group since August 1999, is a control person of the firm and directly owns 75% or more of it.
Strategic Planning Group, LLC is a Bountiful, UT firm with $910M under management, 1,622 clients and 8 advisers in one office, as of its September 2026 filing.
Ryan Craner is Founder, President & CEO of Strategic Planning Group. He founded the firm to help consumers avoid piecemeal planning and simply buying products, and to create an all-inclusive written Strategic Plan. He has advised clients for 30 years in advanced tax, estate, retirement and investment planning.
Ryan Craner’s longest registration is the current one, 27 years at Strategic Planning Group since 1999.
- Cambridge Investment Research Advisors, Inc.– · 3 yearsBountiful, UT · Adviser representative · Firm CRD 134139
- Girard Securities, Inc.– · under a yearOgden, UT · Adviser representative · Firm CRD 18697
- Strategic Planning GroupCurrent– present · 27 yearsBountiful, UT · Adviser representative · Firm CRD 113844
Investment adviser representative registrations
Ryan Craner is registered as an investment adviser representative in 2 states. The first approvals date from August 1999; the most recent is Texas, in October 2005.
- TexasSince 17 October 2005
- UtahSince 19 August 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 21 December 2000 |
| Series 7 | General Securities Representative Examination | 23 June 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 March 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 February 1988 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Ryan Eugene Craner
- CRD
- 1752377
- Firm
- Strategic Planning Group · CRD 113844
- Role
- Managing Member
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- March 1988
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- spgutah.com
Where does Ryan Craner work?
Ryan Craner has been Managing Member of Strategic Planning Group, LLC since August 1999, and is a control person of the firm.
Is Ryan Craner a financial advisor?
Yes. Ryan Craner has a current investment-adviser registration in Texas and Utah, through Strategic Planning Group since August 1999.
How many years of experience does Ryan Craner have?
Ryan Craner has 38 years in the financial industry, since March 1988, across 3 adviser firms.
What exams has Ryan Craner passed?
Ryan Craner has passed 5 licensing exams: the Series 6, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in February 1988. FINRA credited Ryan Craner with the SIE, which began in October 2018.
Where is Ryan Craner based?
Ryan Craner’s registered office is in Bountiful, UT.
Is Ryan Craner registered with FINRA?
No. Ryan Craner has no current broker registration.
How can I verify Ryan Craner’s record?
Search CRD 1752377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Craner’s full registration record.