Aaron L. Muhs

CATALYST FINANCIAL NW

Gresham, OR 97030

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CRD#: 4627961

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

August 26, 2013 - Present

CATALYST FINANCIAL NW CORPORATION

Office #1: 1733 E. Powell Blvd. Suite 104, Gresham, OR 97030

RIA

CRD#: 168534

Gresham, OR

Past

July 26, 2013 - August 27, 2013

AMERICAN SERVICE CORP.

RIA

CRD#: 144356

GRESHAM, OR

Past

January 5, 2012 - July 26, 2013

OSAIC FS, INC.

CRD#: 3870

GRESHAM, OR

Past

November 17, 2005 - July 27, 2007

COUNTRY TRUST BANK

RIA

CRD#: 109487

GRESHAM, OR

Past

March 4, 2003 - October 5, 2011

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

GRESHAM, OR

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".

CATALYST FINANCIAL NW CORPORATION

AMERICAN SERVICE CORP. | CATALYST FINANCIAL NW CORPORATION

CRD#: 168534 / SEC#: 801-113923

RIA

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

California

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

Oregon

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

Washington

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 3/28/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/3/2003

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/3/2007

Investment Company Products/Variable Contracts Principal Examination

Current Firm

CATALYST FINANCIAL NW CORPORATION

AMERICAN SERVICE CORP. | CATALYST FINANCIAL NW CORPORATION

CRD#: 168534 / SEC#: 801-113923

RIA

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

California

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

Oregon

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

Washington

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

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Contact information

Main Address

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

Mailing Address

Phone number

(503) 661-9010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CATALYST FINANCIAL NW CORPORATION FORM ADV BROCHURE (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,278
AUM (Assets Under Management)	$ 184,800,000

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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Firm Stability Insights

Aaron L. Muhs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMERICAN SERVICE CORP.

OSAIC FS, INC.

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

CATALYST FINANCIAL NW CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2013

Series 63

Date: 3/5/2003

Series 6

Date: 3/3/2003

Series 26

Date: 5/3/2007

Current Firm

CATALYST FINANCIAL NW CORPORATION

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CATALYST FINANCIAL NW CORPORATION

TRUST BUT VERIFY

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