Crystal L. Rau

BEYOND BALANCED FINANCIAL PLANNING

Midland, TX 79701

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CRD#: 5209916

Professional summary

Crystal Lynn Rau, CFP®, who also goes by Crystal Rau, Crystal Lynn Whitmire, is a registered financial advisor currently at BEYOND BALANCED FINANCIAL PLANNING, LLC located in Midland, Texas and ORIGIN INVESTMENT ADVISORY LLC located in Midland, Texas.

Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Crystal has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal Rau | Crystal Lynn Whitmire

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 Crystal Lynn Rau'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^®

Certified Financial Planner

Start date: 2015

Experience

Current

December 7, 2017 - Present

BEYOND BALANCED FINANCIAL PLANNING, LLC

Office #1: 223 W Wall Street, Suite 215, Midland, TX 79701

RIA

CRD#: 290690

Midland, TX

Current

December 22, 2021 - Present

ORIGIN INVESTMENT ADVISORY LLC

Office #1: 223 W Wall Street #215, Midland, TX 79701

RIA

CRD#: 305353

MIDLAND, TX

Past

August 26, 2014 - June 2, 2016

SYNTAL CAPITAL PARTNERS, LLC

RIA

CRD#: 161954

MIDLAND, TX

Past

May 20, 2010 - February 8, 2013

LAUTERBACH FINANCIAL ADVISORS, LLC

RIA

CRD#: 114431

EL PASO, TX

Past

January 2, 2009 - March 8, 2010

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

SAN ANTONIO, TX

Past

August 31, 2007 - March 8, 2010

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

SAN ANTONIO, TX

Past

August 8, 2007 - December 31, 2008

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

February 15, 2007 - December 31, 2007

USAA INVESTMENT SERVICES COMPANY

CRD#: 5475

SAN ANTONIO, TX

Past

September 12, 2006 - January 20, 2007

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

MESA, AZ

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

Texas
(12/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/26/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/18/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/10/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BEYOND BALANCED FINANCIAL PLANNING, LLC

CRD#: 290690 / SEC#:

Texas

Registered Investment Advisory firm - (12/7/2017 Approved)

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Contact information

Main Address

223 W Wall Street, Suite 215, Midland, TX 79701

Mailing Address

Phone number

(432) 219-8050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	133
AUM (Assets Under Management)	$ 18,841,407

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Crystal L. Rau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Lynn Rau's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORIGIN INVESTMENT ADVISORY LLC

SYNTAL CAPITAL PARTNERS, LLC

LAUTERBACH FINANCIAL ADVISORS, LLC

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2007

Series 63

Date: 9/18/2006

Series 7

Date: 5/10/2007

Series 6

Date: 9/11/2006

Current Firm

BEYOND BALANCED FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BEYOND BALANCED FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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