John M. Christensen

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CRD#: 7455228

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Mitchell Christensen, CFP®, who also goes by John Mitch Christensen, Mitch Christensen, Mitchell Christensen, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2021. John had worked at 1 firm .

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

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

High Net Worth Client Needs

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

What is your minimum asset requirement?

How do you get paid?

Fee-only

Are you a "fiduciary"?

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2020

Experience

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

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)

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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

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RSCRUM_ADV_PART_2A_INCLUDING_2B_APRIL 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	952
AUM (Assets Under Management)	$ 616,982,377

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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John M. Christensen

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

RS CRUM INC.

Primary Firm SEC Registration

RS CRUM INC.

State Registrations and Notice Filings

Exams

Current Firm

RS CRUM INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RS CRUM INC.

TRUST BUT VERIFY

Contact information

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