Rs Crum Inc.

Rs Crum Inc. (CRD# 158621) is a financial advisory firm headquartered in Newport Beach, CA. They manage $357,958,034 in 227 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $1,576,908
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Rs Crum Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Daniel E. Sexton
CRD#: 5314524
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660
103
Wealthminder
score

Daniel Sexton (CRD# 5314524) is an Investment Advisor Representative working at RS Crum, Inc. in Newport Beach, CA and has 20 years of experience in the finance industry. Daniel Sexton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Patrick Stark
CRD#: 5677254
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660
103
Wealthminder
score

Mr. Stark serves as the lead advisor for a number of the firm’s clients and is also RS Crum’s Director of Financial Planning.

 

Pat joined the firm in 2011 after spending over 20 years in the aerospace and technology industries, where he held a variety of positions in program management, engineering, operations management, and plant management.

Well versed in all aspects of financial planning, Pat works closely with all of our advisors while handling a wide array of financial planning issues for clients. He is a member of both the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). Pat serves on the advisory board of UCLA’s Personal Financial Planning program and is a frequent guest speaker at UCLA financial planning classes. Pat also provides financial counseling to military personnel and their families during various phases of deployment and reintegration.

 

Mr. Stark has a Bachelor of Science degree in Chemical Engineering from U.C. Davis, a Certificate in Personal Financial Planning from UCLA, and a series 65 Investment Adviser license from the NASAA. Pat is married and has one son.

3
Ashley N. Bleckner
CRD#: 6556257
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660
100
Wealthminder
score

Ashley Bleckner (CRD# 6556257) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and the greater Orange County area has over 4 year of experience in the finance industry. Ashley Bleckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

4
Mark K. Rylance
CRD#: 3029730
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660
96
Wealthminder
score

Mark Rylance (CRD# 3029730) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry. Mark Rylance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jon R. Theriault
CRD#: 4297295
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA 92660
96
Wealthminder
score

Jon Theriault (CRD# 4297295) is an Investment Advisor Representative working at Rs Crum Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry. Jon Theriault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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