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Christine Rushin Mistr

Christine R. Mistr

DOMINION FINANCIAL CONSULTANTS
Upperville, VA 20184
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CRD#: 5199325
Christine Rushin Mistr

Professional summary


Christine Rushin Mistr, CFP® is a registered financial advisor currently at DOMINION FINANCIAL CONSULTANTS, LLC located in Upperville, Virginia.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christine has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Tax Planning
Employee and Employer Plan Ben...
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Estate & Generational Planning...
Financial Psychology/Coaching
Hourly
Investment Advice with Ongoing...
Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christine Rushin Mistr's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2014

Experience


Current

February 13, 2009 - Present

DOMINION FINANCIAL CONSULTANTS, LLC

Office #1: 1261 Rokeby Road, Upperville, VA 20184Office #2: 1701 Pennsylvania Ave, Nw Suite 300, Washington, DC 20006
RIA
CRD#: 149284
Upperville, VA
Past

September 8, 2006 - December 26, 2008

DUNN FINANCIAL ADVISORS, LLC

RIA
CRD#: 116173
WINCHESTER, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
District of Columbia
(1/30/2012)
IAR
Virginia
(2/13/2009)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/7/2006
Uniform Investment Adviser Law Examination

Current Firm


DOMINION FINANCIAL CONSULTANTS, LLC
DOMINION FINANCIAL CONSULTANTS, LLC
DOMINION FINANCIAL CONSULTANTS | DUNN MISTR TEDERICK, LLC | DOMINION FINANCIAL CONSULTANTS, LLC

CRD#: 149284 / SEC#:

District of Columbia
Registered Investment Advisory firm - (1/30/2012 Approved)
Virginia
Registered Investment Advisory firm - (2/13/2009 Approved)
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Contact information


Main Address
Upperville, VA
Mailing Address
1701 Pennsylvania Avenue Suite 200, Washington, DC 20006
Phone number
(202) 552-5992
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts44
AUM (Assets Under Management)$ 19,075,259

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2025
Cover Page
01/26/2024
08/30/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DOMINION FINANCIAL CONSULTANTS, LLC

DOMINION FINANCIAL CONSULTANTS, LLC

CRD#: 149284Upperville, VA 20184

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