DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Connor Jeffrey Oak

Crane Capital Management LLCstate registeredSpring Park, MnIA-onlyIAPD 6770897

Feed of 09/14/2026

At current firm

0 y

since Sep 25, 2025

In the industry

12 y

since Feb 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Crane Capital Management LLC state registered current
since Sep 25, 2025 · Spring Park, Mn
Larson Financial Group, LLC BD affiliated
Jul 26, 2024 to Sep 15, 2025 · Wayzata, Mn
Intrua Financial independent RIA
Oct 9, 2023 to Jul 26, 2024 · Plymouth, Mn
Work Optional, Inc. former
Sep 20, 2022 to Oct 6, 2023 · Plymouth, Mn

Moves

a registration end followed by a registration begin elsewhere

Larson Financial Group, LLC to Crane Capital Management LLC
left Sep 15, 2025, registered Sep 25, 2025 (10 days) · Affiliated broker-dealer or bank to a state-registered adviser
Intrua Financial to Larson Financial Group, LLC
left Jul 26, 2024, registered Jul 26, 2024 (0 days) · Affiliated broker-dealer or bank to another
Work Optional, Inc. to Intrua Financial
left Oct 6, 2023, registered Oct 9, 2023 (3 days) · RIA to RIA · moved with a team

Signals

Connor Jeffrey Oak left Larson Financial Group, Llc for Crane Capital Management Llc (registered 2025-09-25)
Sep 15, 2025 · Advisor changed firm · fact
Connor Jeffrey Oak left Intrua Financial for Larson Financial Group, Llc (registered 2024-07-26)
Jul 26, 2024 · Advisor changed firm · fact
Connor Jeffrey Oak left Work Optional, Inc. for Intrua Financial (registered 2023-10-09)
Oct 6, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address