STRATEGIC PLANNING GROUP, LLC of BOUNTIFUL, UT is an SEC-registered investment adviser (CRD 113844). Regulatory assets under management: $910.3M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Ryan Eugene Craner | MANAGING MEMBER | — |
| William Jeffrey Draper | CHIEF COMPLIANCE OFFICER | Bountiful, UT |
| CRANER RYAN EUGENE | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| DRAPER WILLIAM JEFFREY | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |