CRANE & ASSOCIATES WEALTH MANAGEMENT
SEC RegisteredRetirement planning and wealth management strategies for individuals who need professional advice.
About the firm
Offering financial services since 1984, the firm provides retirement planning and wealth management strategies for individuals and businesses. They partner with clients to create tailored financial strategies, working through Cetera Wealth Services with a stated commitment to trust, honesty, and integrity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated comprehensive financial planning, modular planning, and transactional planning covering cash and debt management, insurance, investments, taxes, college funding, retirement, and estate preservation. Also installs pension plans, 401(k)s, and SIMPLEs for businesses, and provides tax sheltered annuity analysis for non-profit clients. Represents buyers and sellers of stocks, bonds, mutual funds, annuities, real estate, and life and disability insurance.
Who they serve
Successful individuals, families, and businesses with unique financial objectives and needs, including those in the non-profit sector.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 219 | $133M |
| High Net Worth Individuals | 248 | $603M |
| Charitable Organizations | 1 | $199M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRANE & ASSOCIATES WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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