Christian R. Crum

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT

St. John, IN 46373

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CRD#: 6971379

Professional summary

Christian Reid Crum, who also goes by Christian R Crum, is a registered financial advisor currently at MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC. located in St. John, Indiana.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christian has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christian R Crum

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 Christian Reid Crum'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®

None

Experience

Current

July 24, 2018 - Present

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

Office #1: 7982 Wicker Ave, St. John, IN 46373

RIA

CRD#: 129945

St. John, IN

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

Illinois
(7/24/2018)

IAR

Indiana
(7/24/2018)

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: 7/24/2018

Uniform Investment Adviser Law Examination

Current Firm

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

EYLANDER FINANCIAL SERVICES, INC. | MIDWEST WEALTH BUILDERS, INC | MIDWEST WEALTH BUILDERS | MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

CRD#: 129945 / SEC#:

Illinois

Registered Investment Advisory firm - (5/7/2004 Approved)

Indiana

Registered Investment Advisory firm - (2/3/2004 Approved)

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Contact information

Main Address

7982 Wicker Ave, St. John, IN 46373

Mailing Address

Po Box 282, St John, IN 46373

Phone number

(219) 322-9932

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 34,848,253

Red Flags

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

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Christian R. Crum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Reid Crum's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2018

Current Firm

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MIDWEST INVESTMENT AND RETIREMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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