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Current Employers
United Advisor Group

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-22
OH RA APPROVED 2023-03-14
  • TX RA
    APPROVED
    Since 2023-03-22
  • OH RA
    APPROVED
    Since 2023-03-14

Branch Locations

25586 Bagley Rd. Unit 1, Olmsted Falls, OH 44138 • United States

8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
National Planning Corporation Glastonbury CT 11/2011 11/2017
Cambridge Investment Research, Inc. Fairfield IA 11/2017 03/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2017 03/2023
Plum Creek Wealth Advisors, Llc Olmsted Falls OH 11/2011 Present
United Advisor Group Olmsted Falls OH 02/2023 Present
Silver Oak Securities Jackson TN 03/2023 Present
  • 11/2011 → 11/2017
    National Planning Corporation
    Glastonbury, CT
  • 11/2017 → 03/2023
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2017 → 03/2023
    Fairfield, IA
  • 11/2011 → Present
    Plum Creek Wealth Advisors, Llc
    Olmsted Falls, OH
  • 02/2023 → Present
    Olmsted Falls, OH
  • 03/2023 → Present
    Silver Oak Securities
    Jackson, TN
Previous Registrations
  • 2017-11-01 → 2023-03-27
    Westlake, OH
    Olmsted Falls, OH
  • 2011-12-06 → 2017-11-02
    National Planning Corporation
    Glastonbury, CT
    Westlake, OH
    Olmsted Township, OH
  • 2005-01-07 → 2011-11-29
    L.M. Kohn & Company
    North Olmsted, OH
    Cincinnati, OH
    Concord, OH
    Olmsted Falls, OH
    Cincinnati, OH
Other Businesses

1). United Advisor Group,Is Investment Related,,Registered Investment Advisor,Advisor/Partner,2023-03-11,160 hours per month,160 hours per month during trading hours,Fee Based Compensation,I will be an Advisor/Partner in United Advisor Group. Will provide investment advisory services for fee based compensation through UAG. 2). Crane Family Properties LLC,Is Not Investment Related,,LLC that holds my office building,Owner,2022-12-06,2 hours per month,2 hours per month during trading hours,No Compensation Compensation,"This is a personal LLC that holds my office building. I collect rent from Plum Creek Wealth Advisors (my business), one other office tenant next door, and a residential tenant in the apartment upstairs." 3). Falls Pointe Single Family HOA,Is Not Investment Related,,Homeowner's Association,Board Member,2021-11-01,1 hours per month,0 hours per month during trading hours,No Compensation Compensation,I serve as a board member for my neighborhood HOA. 4). "Plum Creek Wealth Advisors, LLC",Is Investment Related,"25586 Bagley Rd., Unit 1, Olmsted Falls, OH, 44138, United States",Financial Planning / Divorce Planning / Insurance Sales,Owner,2011-11-01,100 hours per month,100 hours per month during trading hours,Other Compensation,"I complete financial plans, divorce plans, and sell insurance products. Fee based arrangements for financial plans and divorce plans. Commissions earned for insurance products, mainly LTC, life, and DI."

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-17
S63 Uniform Securities Agent State Law Examination 1999-05-07
  • S65 Uniform Investment Adviser Law Examination
    2000-04-17
  • S63 Uniform Securities Agent State Law Examination
    1999-05-07
Designations
Other Names
  • John R Crane
  • John Robert Crane
  • John Robert Crane

View on SEC IAPD

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