Paul E. Muhich

DUE NORTH FINANCIAL

Eveleth, MN 55734-1530

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CRD#: 2796080

Professional summary

Paul Eugene Muhich, CFP®, ChFC®, who also goes by Paul E Muhich, is a registered financial advisor currently at DUE NORTH FINANCIAL, LLC located in Eveleth, Minnesota.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Paul has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul E Muhich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. PAUL E. MUHICH; INVESTMENT RELATED; 408 JONES STREET, EVELETH, MN 55734; INSURANCE; AGENT; START 02/2011; 40 HRS/MO; 40 HRS/MO DURING TRADING; INSURANCE SALES AND SERVICE. 2. CITY OF EVELETH PLANNING COMMISSION; NOT INVESTMENT RELATED; 413 PIERCE STREET, EVELETH, MN 55734; COMMISSIONER; START 11/2019; 1 HOUR PER MONTH; 1 HOUR DURING SECURITIES TRADING HOURS; REVIEW CITY BUILDING AND ZONING PROJECT APPLICATIONS. 3. PAUL MUHICH; NOT INVESTMENT RELATED; 408 JONES ST, EVELETH, MN 55734; NOTARY PUBLIC; START 04/2001; LESS THAN 1 HOUR PER MONTH; LESS THAN 1 HOUR DURING SECURITIES TRADING HOURS; NOTARY SERVICES - WITNESSING SIGNATURES. 4. PAUL MUHICH; NOT INVESTMENT RELATED; VARIOUS AREA CHURCHES IN MN; SOLOIST; START 06/1980; 3 HOUR PER MONTH; 3 HOUR DURING SECURITIES TRADING HOURS; VOCAL SOLOIST FOR FUNERALS AND WEDDINGS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Eugene Muhich's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2000

ChFC^®

Chartered Financial Consultant

Experience

Current

March 10, 2017 - Present

DUE NORTH FINANCIAL, LLC

Office #1: 408 Jones St., Eveleth, MN 55734-1530

RIA

CRD#: 285053

Eveleth, MN

Past

February 25, 2015 - March 2, 2017

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

EVELETH, MN

Past

August 26, 2011 - February 24, 2015

GRADIENT ADVISORS, LLC

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

September 23, 1996 - February 15, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/10/2017)

IAR

Texas
(1/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/8/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/1996

General Securities Representative Examination

Current Firm

DUE NORTH FINANCIAL, LLC

CRD#: 285053 / SEC#:

Minnesota

Registered Investment Advisory firm - (3/10/2017 Approved)

Texas

Registered Investment Advisory firm - (1/5/2023 Conditional Restricted)

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Contact information

Main Address

408 Jones St., Eveleth, MN 55734-1530

Mailing Address

Phone number

(218) 744-2929

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	183
AUM (Assets Under Management)	$ 28,236,233

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul E. Muhich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Eugene Muhich's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

GRADIENT SECURITIES, LLC

NEXT FINANCIAL GROUP, INC.

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

ASKAR CORP.

COMMONWEALTH FINANCIAL NETWORK

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/8/1999

Series 63

Date: 9/25/1996

SIE

Date: 10/1/2018

Series 7

Date: 9/20/1996

Current Firm

DUE NORTH FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DUE NORTH FINANCIAL, LLC

TRUST BUT VERIFY

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