Paul Eugene Muhich
CFP®, ChFC®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Paul Eugene Muhich, Paul E Muhich
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Videos & Posts
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Contact Information
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Disclosures on record.
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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Credentials
Years of Experience
30 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DUE NORTH FINANCIAL, LLC
Contact Information
Main Address
408 Jones St., Eveleth, MN 55734-1530Phone Number
(218) 744-2929# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
226AUM (Assets Under Management)
$38,831,949Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/10/2017)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Paul Eugene Muhich's CRS (Customer Relationship Summary).
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