John M. Christensen
RS CRUM | Senior Associate Financial Advisor at RS Crum
Newport Beach, CA 92660
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CRD#: 7455228
Professional summary
John Mitchell Christensen, CFP®, who also goes by John Mitch Christensen, Mitch Christensen, Mitchell Christensen, is a registered financial advisor currently at RS CRUM INC. located in Newport Beach, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm .
Core Areas of Focus
Business Owners
Charitable Giving
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Biography
Mitch Christensen serves as a Senior Associate Advisor at RS Crum, assisting in the areas of financial planning, operations, and client service.
Mitch joined RS Crum in 2020 after four years of providing financial services to clients as a Certified Public Accountant (CPA). While working as a CPA, he specialized in tax compliance for real estate investment partnerships and alternative investment funds. Mitch recently became a Certified Financial Planner™ professional. He is also a member of the Financial Planning Association (FPA) as well as the National Association of Personal Financial Advisors (NAPFA). Mitch holds a Bachelor of Arts degree in Business Economics with a minor in Accounting from UCLA.
In his free time, Mitch enjoys snowboarding, playing basketball, and spending time with his wife at the beach.
Question & Answer
What are your service offerings?
Retirement Income Management
Comprehensive Financial Planni...
Education Planning
Retirement Planning
What is your minimum asset requirement?
1
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
John Mitch Christensen | Mitch Christensen | Mitchell Christensen
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.
CRS (Client Relationship Summary) - RIA
Click below to view John Mitchell Christensen'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: 2020
Experience
Current
March 6, 2026 - Present
RS CRUM INC.
Office #1: 4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660RIA
CRD#: 158621
Newport Beach, CA
Past
November 3, 2021 - February 25, 2025
RS CRUM INC.
RIA
CRD#: 158621
NEWPORT BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS CRUM INC.
R. S. CRUM, INC. | RS CRUM INC.
CRD#: 158621 / SEC#: 801-72672
RIA
Registered Investment Advisory firm - (7/15/2011 Approved)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
California(3/6/2026)
Exams
Current Firm
RS CRUM INC.
R. S. CRUM, INC. | RS CRUM INC.
CRD#: 158621 / SEC#: 801-72672
RIA
Registered Investment Advisory firm - (7/15/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4 Upper Newport Plaza Drive Suite 201, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 428-9696
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 952 |
| AUM (Assets Under Management) | $ 616,982,377 |
Red Flags
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Company Information
RS CRUM INC.
Senior Associate Financial Advisor at RS CrumCRD#: 158621Newport Beach, CA 92660TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
