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AM

Aaron Lavern Muhs

CATALYST FINANCIAL NW

GRESHAM, OR

·CRD# 4627961·23 years experience

Professional Summary

Aaron Lavern Muhs is a registered financial advisor currently at CATALYST FINANCIAL NW CORPORATION located in Gresham, Oregon. Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Aaron has worked at 5 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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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Years of Experience

23 years in the financial services industry

Current & Past Employments

CATALYST FINANCIAL NW CORPORATION·CRD# 168534

RIA

1733 E. Powell Blvd. Suite 104, Gresham, OR 97030

August 26, 2013 - Present

AMERICAN SERVICE CORP.·CRD# 144356

RIA

Gresham, OR

July 26, 2013 - August 27, 2013

OSAIC FS, INC.·CRD# 3870

BD

Gresham, OR

January 5, 2012 - July 26, 2013

COUNTRY TRUST BANK·CRD# 109487

RIA

Gresham, OR

November 17, 2005 - July 27, 2007

COUNTRY CAPITAL MANAGEMENT COMPANY·CRD# 12060

BD

Gresham, OR

March 4, 2003 - October 5, 2011

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Current Firm

CF

CATALYST FINANCIAL NW CORPORATION

AMERICAN SERVICE CORP. | CATALYST FINANCIAL NW CORPORATION

CRD#: 168534 / SEC#: 801-113923

RIA

Registered Investment Advisory firm - SEC (8/31/2018 Approved)

California

Registered Investment Advisory firm - California (10/4/2018 Terminated)

Oregon

Registered Investment Advisory firm - Oregon (9/4/2018 Terminated)

Washington

Registered Investment Advisory firm - Washington (9/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1733 E. Powell Blvd. Suite 104, Gresham, OR 97030

Phone Number

(503) 661-9010

# of Employees

4

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CATALYST FINANCIAL NW CORPORATION FORM ADV BROCHURE (2/4/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,068

AUM (Assets Under Management)

$233,421,000

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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.

CATALYST FINANCIAL, 123 E. POWELL BLVD., STE. 210, GRESHAM, OR 97030 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/LIMITED PARTNER DUTIES: OFFERING ACCIDENT & HEALTH, DISABILITY, PROPERTY & CASUALTY, AND TRADITIONAL LIFE INSURANCE; FIXED ANNUITIES; AND HEALTH SAVINGS ACCOUNTS. START DATE: 10/01/11 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CF

CATALYST FINANCIAL NW CORPORATION

AMERICAN SERVICE CORP. | CATALYST FINANCIAL NW CORPORATION

CRD#: 168534 / SEC#: 801-113923

RIA

Registered Investment Advisory firm - SEC (8/31/2018 Approved)

California

Registered Investment Advisory firm - California (10/4/2018 Terminated)

Oregon

Registered Investment Advisory firm - Oregon (9/4/2018 Terminated)

Washington

Registered Investment Advisory firm - Washington (9/11/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Oregon
(8/27/2013)

IAR

Texas
(9/22/2020)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2013About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2003About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2003About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed May 2007About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Aaron Lavern Muhs's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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AM

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