Strategic Planning Group
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 113844
- SEC number
- 801-112440
- Firm type
- RIA
- Assets under management
- $910.3M as of Mar 24, 2026
- Website
- www.spgutah.com ↗
- Phone
- 801-627-2200
- Address
- 190 South Main Street, Bountiful, UT, 84010
Advisors at this firm
8 in our index · page 1 of 1
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Jordan C BaileyCRD 6346991 · Bountiful, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Ethan Lathair CallCRD 7323814 · Bountiful, UTIA RegisteredRegistration inactive
-
Alexander Gordon CranerCRD 7370986 · Bountiful, UTIA RegisteredDisclosure event(s) on record
-
Ryan Eugene CranerCRD 1752377 · Bountiful, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Thomas James CranerCRD 6488075 · Bountiful, UTIA RegisteredRegistration inactive
-
William Jeffrey DraperCRD 4907513 · Bountiful, UTIA Registered
-
John Michael ParkCRD 6166417 · Bountiful, UTIA RegisteredRegistration inactive
-
Mathew A. ParkCRD 8073097 · Bountiful, UTIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 113844 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.