Thomas Craner has been an investment adviser representative at Strategic Planning Group since June 2019, and is not listed among the firm’s executive officers or direct owners.
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.
- Strategic Planning GroupCurrent– present · 7 yearsBountiful, UT · Adviser representative · Firm CRD 113844
Investment adviser representative registrations
Thomas Craner is registered as an investment adviser representative in Utah, since June 2019.
- UtahSince 14 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 June 2015 |
| Series 7 | General Securities Representative Examination | 13 June 2015 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas James Craner
- CRD
- 6488075
- Firm
- Strategic Planning Group · CRD 113844
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Thomas Craner work?
Thomas Craner is an investment adviser representative registered through Strategic Planning Group, LLC since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Thomas Craner a financial advisor?
Yes. Thomas Craner has a current investment-adviser registration in Utah, through Strategic Planning Group since June 2019.
How many years of experience does Thomas Craner have?
Thomas Craner has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Thomas Craner passed?
Thomas Craner has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 6TO. The earliest, the Series 7, was passed in June 2015. FINRA credited Thomas Craner with the SIE, which began in October 2018.
Where is Thomas Craner based?
Thomas Craner’s registered office is in Bountiful, UT.
Is Thomas Craner registered with FINRA?
No. Thomas Craner has no current broker registration.
How can I verify Thomas Craner’s record?
Search CRD 6488075 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Craner’s full registration record.
