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Tony Krance, MBA, CFP®, AIF®, ERPA

Tony Krance, MBA, CFP®, AIF®, ERPA
Other Names: Anthony Frank Krance, Anthony Krance, Tony Krance
Firm:
401K Plan Advisors
Managing Member
Type: RIA
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Description

Tony Krance is the owner of 401K Plan Advisors LLC in Green Bay, WI. 401K Plan Advisors provides portfolio management, retirement plans, including 401k, cash balance plans, Simple IRA 403(b) as well as retirement planning.
Tony serves as an ERISA 3(38) Investment manager to 401(k) plans. This provision transfers the investment ...(see more)

BrightScope Advisor Metrics

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Answers and Guides

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Level 20 Level 20 Contributor 16 Answers and 48 Financial Guides

Top Answers

When should I start putting money into my 401k instead of paying off student loans?

Answered Apr 02, 2012 near Green Bay, WI
18 votes
Hi Rueben ...This is a difficult question. However, if at all possible take advantage of the employer match. Although the loan interest is 7% the match equates to a 50% return on your money. I would suggest developing a budget with the 401k and the loan ...(more)

How did I get trapped into this high fee investment firm Fidelity?

Answered Apr 19, 2012 near Green Bay, WI
11 votes
Hi Edward, The plan sponsors (employers) have a fiduciary duty to supply employees with a prudent investment lineup. Many employers do not realize that they are personally liable for any fiduciary breaches. The risk and liability to offer a plan which ...(more)

How diversified do my and my husbands portfolios need to be?

Answered Apr 30, 2012 near Green Bay, WI
11 votes
Hi Mia...This is a great question..at the risk of sounding redundant I would recommend consulting with an investment professional to determine what is the best course of action for your family. There are advisors who charge by the hour or assets under ...(more)
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Top Guides

Are You Investing or Speculating?

Published Feb 19, 2013
1 vote
When I respond to the question, What do you do? with financial or fiduciary adviser. The follow up question is typically What investment looks good now? or I heard gold is the thing to buy. ...(more)

Going Broke Safely.

Published Feb 12, 2013
0 votes
There continues to be investors wary of the stock market. Many, if not most, watch all the talking heads on the financial news programs. These talking heads or Wall Street bullies continually scare investors on ...(more)

Inflation Sucks!!

Published Jan 29, 2013
2 votes
Remember when a stamp was a nickel or you could buy a candy bar for a dime? We do. At a relatively low inflation rate of 4%, it only takes 18 years for your wealth ...(more)
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*Answers and guides are provided without compensation.

Advisor Information

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Articles/Publications

Retirement Plan Fee Disclosure Regulations: Top Ten Steps Plan Sponsors Can Take To Meet the 401(k) Fee Disclosure Rules

The new 401(k) fee disclosure regulations become effective July 1, 2012. Are you ready?

Does Wall Street Have Your Best Interest in Mind?

There is a difference between a broker/agent and a fiduciary advisor.

Should Your Company Hire an ERISA 3(38) Investment Manager for The 401(k) Plan?

Many small to mid sized business owners are too busy running their business to properly manage their company 401(k) Plan. Hiring a professional fiduciary may be the answer and if you lack the expertise the Department of labor requires it.

401(k) Outsourcing: The Next Big Thing

With the complexity of managing a qualified retirement plan increasing. Many small to mid sized businesses are looking to outsource this fiduciary responsibility as well as some of the risk.

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Advisor Assets Under Management

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$4.2M
Total Assets
22
Clients
$191.7K
Estimated Average Account Balance Per Client
*An individual AUM and number of accounts has been entered by the advisor and has not been verified.

Advisor Client Types

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ownership pie chart
Individuals 50%
High Net Worth Individuals 25%
Pension and Profit Sharing Plans 25%

*The Client Types data displayed has been entered by the advisor and has not been verified.

Experience and Employment History

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Employer Years Dates
401 Plan Advisors, LLC 3 years, 8 months Oct 2009 - Present
401K Plan Advisors 8 years Jun 2005 - Present
Afk Investor Coaching 4 years, 9 months Jan 2005 - Oct 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated 1 year Jan 2004 - Jan 2005
H D Vest Investment Securities 1 year, 9 months Apr 2002 - Jan 2004
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 04/05/2010, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
FINRA
License Status
Registered
Not registered
Disclosures

No Disclosures Found

No Disclosures Found
As of Date
04/05/2010
10/10/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Uniform Investment Adviser Law Examination Series 65 12/11/2002
National Commodity Futures Examination Series 3 04/10/1997
Uniform Securities Agent State Law Examination Series 63 10/30/1992
General Securities Representative Examination Series 7 10/21/1992

Advisor Compensation Arrangements

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Fee Only
Advisor

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements

Compensation Arrangement Chart