Crystal Lynn Rau

Employer firm

Origin Investment Advisory LLC CRD 305353

$34.7M regulatory AUM 6,221 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 12/2017
  Kevin Foreman -Raymond James Fs Branch
  Midland, TX
• 10/2017 → Present
  Beyond Balanced Financial Planning, Llc
  Midland, TX

Previous Registrations

• 2014-08-26 → 2016-06-02
  Syntal Capital Partners, Llc
  Midland, TX
• 2010-05-20 → 2013-02-08
  Lauterbach Financial Advisors, Llc
  El Paso, TX
• 2009-01-02 → 2010-03-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-08-08 → 2008-12-31
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ
  San Antonio, TX

Other Businesses

1. STA Benefits, Investment Related, Odessa Texas, Retirement Plan Consultant. Started 03/2019. This activity accounts for approximately 24 hours per month during trading hours. 2. Blend Financial, Inc. dba Origin Financial, Investment Related, San Francisco, CA, contracted Financial Planner. Started 12/2021. This activity accounts for approximately 11 hours per month during trading hours. 3. Crystal Rau currently serves as an expert reviewer for LendEDU publication. This activity accounts for approximately 4 hours per month of her time during trading hours. 4. The Fields Edge, Midland Texas, Non-investment Related, Non profit Treasurer and finance committee, spends 1 hour per month during trading hours. 5. The Shiny Swine, owner, 7 self serve car washes, Midland, TX, non-investment related, bookkeeping work 4-5 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-26
• S63 Uniform Securities Agent State Law Examination
  2006-09-18

Designations

• Certified Financial Planner

Other Names

• Crystal Rau
• Crystal Lynn Whitmire