Anthony Frank Krance

Employer firm

Circle R Wealth LLC CRD 135993

$11.3M regulatory AUM 59 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

• 10/2009 → Present
  Circle R Wealth Llc
  Crivitz, WI
• 11/2016 → 04/2018
  Stryde Solutions Llc
  Green Bay, WI
• 11/2016 → 04/2018
  Growth Management Group
  Green Bay, WI
• 12/2017 → 12/2024
  Afk Solutions Provider
  Crivitz, WI
• 04/2018 → Present
  Sole Proprietor
  Crivitz, WI

Previous Registrations

• 2014-07-08 → 2015-04-06
  Kerberrose Wealth Management, Llc
  Shawano, WI
  Green Bay, WI
• 2004-02-03 → 2005-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Green Bay, WI

Other Businesses

1)Sole Proprietor; Investment Related; Crivitz, WI; Insurance products and services; 04/2018; Approximately 25% of time spent in this capacity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-10-30

Designations

• Certified Financial Planner

Other Names

• Tony Krance
• Anthony Krance