Dirk Evan Crandell

Employer firm

Crandell Financial Planning, LLC CRD 116705

1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → Present
  Crandell Financial Planning, Llc
  Bristol, TN

Other Businesses

In addition to being the Managing Member of Crandell Financial Planning, LLC I am an independent health and life insurance agent licensed in the states of Tennessee and Virginia. I started this business in 9/2016. My primary focus is on medicare supplement insurance, but I also sell life insurance and other types of health and accident insurance. I work in this business about 10-15 hours per week.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-07

Designations

• Certified Financial Planner