Finn Case
Investment adviser representative at Rmr Wealth Builders, Inc.
11 yearsExperience
1 stateRegistered in
$2.9BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Rmr Wealth Builders, Inc.Jun 2025 to now
- University of California Santa BarbaraSep 2024 to now
- Malibu DeliveryJun 2023 to Sep 2025
- Santa Barbara City CollegeSep 2021 to Sep 2024
- Malibu High SchoolSep 2017 to Sep 2021
- Malibu Middle SchoolSep 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Rmr Wealth Builders, Inc.
$2.9BAssets managed
2,099Clients
51Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8165660
- Firm CRD
- 169005