Kelly Farwell Crane

Current Employers

Employment History

• 02/1993 → 03/2022
  Napa Valley Wealth Management (Prev Name Crane Asset Mgmt)
  Concord, CA
• 01/2013 → 10/2016
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2016 → 06/2025
  Lpl Financial Llc
  St. Helena, CA
• 03/2015 → 03/2022
  Truenote Investment Advisors, Inc.
  St. Helena, CA
• 04/2022 → Present
  Wealth Enhancement Group
  St Helena, CA
• 04/2022 → Present
  Wealth Enhancement Advisory Services
  St Helena, CA
• 04/2022 → Present
  Wealth Enhancement Brokerage Services
  St Helena, CA

Previous Registrations

• 2022-02-25 → 2022-06-17
  Napa Valley Wealth Management
  St. Helena, CA
• 2022-02-25 → 2022-06-17
  Truenote Investment Advisors, Inc.
  El Cerrito, CA
• 2008-07-21 → 2021-12-31
  Napa Valley Wealth Management
  St. Helena, CA
• 2017-01-17 → 2021-12-31
  Truenote Investment Advisors, Inc.
  El Cerrito, CA
• 2008-05-19 → 2016-10-20
  Cetera Wealth Services, Llc
  El Segundo, CA
  St Helena, CA
  Walnut Creek, CA
  San Ramon, CA
  San Ramon, CA
• 2003-04-14 → 2008-05-15
  Associated Planners Investment Advisory Inc
  Pleasant Hill, CA

Other Businesses

1.10/17/2016:No Business Name--InvestRel--AtReptBusLoc(s)--Non-Variable Insurance--Start 02/22/1984--Outside fixed Insurance Sales. 2.10/17/2016:Crane Professional Services Corp--InvestRel--1981 North Broadway, #225 Walnut Creek, CA 94596--Business Entity For Tax/Investment Purposes Only--Start 01/01/1999--Time Spent 1%. 3. 4/2/2019:6333 Potrero Avenue Associates, LLC--InvestRel--6333 Potrero Ave, Ste 200, El Cerrito, Ca 94530--Real Estate Rental--Started 1/1/2019--1 Hr Per Month/0 Hrs During Securities Trading. 4. 4/2/2019:Kelly F. Crane DBA YB Publications--InvestRel--Home Based--Other-Blog / Book--Started 03/29/2019--6 Hrs Per Month/0 Hrs During Securities Trading--Blog on lifestyle, family, travel, finances and business, wine and Bay Area Living. 5.10/5/2021 - New First Financial Resources - NotInvRel - 1127 Pope St. #103, St Helena, CA 94574 - For-Profit Board Member - Started:4/30/2021 - 6 Hrs Per Month/1 Hr During Securities Trading. 6. 4/26/2022 - Wealth Enhancement Advisory Services - InvestRel - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started4/1/2022 - 20 Hrs Per Month/20 Hrs During Securities Trading - I provide investment advisory services through Wealth Enhancement Advisory Services, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV. 7. 5/4/2022 - Wealth Enhancement Group - NotInvestRel - 6333 Potrero Ave, El Cerrito, CA 94530 - Tax Prep/Accounting/CPA - Started 1/17/2017 - 10 Hrs Per Month/10 Hrs During Securities Trading. 8. 12/06/2024-Infinity Charters, LLC-Other - Commercial Fishing-Not Investment Related- WA- Start Date 12/02/2024 - 10 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-06-01

Designations