Aaron
Muhs
Catalyst Financial Nw Corporation
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About this Advisor
Aaron Muhs is a financial advisor who works out of Gresham, Oregon with a total of 10 years of industry experience. Muhs is an employee of Catalyst Financial Nw Corporation. During their career, Muhs has held roles at Lincoln Financial Securties Corporation and American Service Corp. Muhs holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Oregon and Texas. Catalyst Financial Nw Corporation is an advisory business based in Gresham, OR. It oversees $129 million in assets under management among its 1,108 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,108 client accounts, just 9% are associated with high-net-worth clients who have at least $1 million in investable assets. Catalyst Financial Nw Corporation has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice are based on which services the firm provides the client. However, fee types charged by Catalyst Financial Nw Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Catalyst Financial Nw Corporation Brokerage Details
$128,500,000
5
1,108
$115,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Aaron Muhs Work History
Aaron has been registered as a financial advisor for 10 years.*
American Service Corp
Lincoln Financial Securties Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Muhs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Catalyst Financial Nw Corporation
Gresham, OR
Gresham, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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