Connor Jeffrey Oak

Employer firm

Crane Capital Management LLC CRD 310157

$43.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2014 → 06/2017
  Gustavus Adolphus
  Saint Peter, MN
• 01/2016 → 01/2017
  Genz & Associates
  Beverly Hills, CA
• 03/2016 → 03/2017
  Minnesota Water Sports
  Excelsior, MN
• 03/2017 → 03/2018
  Craig-Hallum Capital Group
  Minneapolis, MN
• 03/2018 → 10/2023
  Work Optional Inc.
  Plymouth, MN
• 10/2023 → 07/2024
  Intrua Financial
  Houston, TX
• 07/2024 → 09/2025
  Larson Financial
  Plymouth, MN
• 09/2025 → Present
  Crane Capital Management Llc
  Spring Park, MN

Previous Registrations

• 2024-07-26 → 2025-09-15
  Larson Financial Group, Llc
  Wayzata, MN
  Plymouth, MN
  Saint Louis, MO
• 2023-10-09 → 2024-07-26
  Intrua Financial
  Plymouth, MN
  Houston, TX
• 2022-09-20 → 2023-10-06
  Work Optional, Inc.
  Plymouth, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-20