CR
CFP
CR
CFP

Crystal Lynn Rau

15 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
39 advisors
Number of Clients
1,776 clients
Average Client Portfolio
$1K average
Assets Under Management
$2.1M

Fee Structure

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Crystal works as a retirement plan consultant for STA Benefits and a contracted financial planner for Blend Financial, spending about 10-20% of her time and a few hours per week, respectively. She also serves as an expert reviewer for LendEDU, treasurer for The Fields Edge, and owns The Shiny Swine car washes, dedicating minimal time to each.

Employment History
Current Registrations
Origin Investment Advisory LLC
December 2021 - Present · 4 yrs 2 mos
Beyond Balanced Financial Planning, LLC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Syntal Capital Partners, LLC
August 2014 - June 2016 · 1 yr 10 mos
Lauterbach Financial Advisors, LLC
May 2010 - February 2013 · 2 yrs 9 mos
USAA Financial Planning Services
January 2009 - March 2010 · 1 yr 2 mos
USAA Investment Management Company
August 2007 - December 2008 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.