Paul Muhich (CRD# 2796080) is an Investment Advisor Representative working at Due North Financial, LLC in Eveleth, MN and has over 27 years of experience in the finance industry. Paul Muhich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4259323
Lpl Financial LLC
CRD# 4297643
Stifel, Nicolaus & Company, Incorporated
CRD# 2814254
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Due North Financial, LLC | Eveleth, MN | Mar 2017 - Current | 7 |
| Due North Financial, LLC | Eveleth, MN | Aug 2016 - Current | 7 |
| Paul E. Muhich | Eveleth, MN | Jan 2015 - Current | 9 |
| Paul E. Muhich, Cfp, Chfc, LLC | Eveleth, MN | May 2004 - Current | 20 |
| Gradient Securities, LLC | Arden Hills, MN | Aug 2011 - Aug 2022 | 11 |
| Gradient Wealth Management | Arden Hills, MN | Aug 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
- TX
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Total Assets Under Management18MILLIONS
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Total Number of Accounts161ACCOUNTS
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Average Account Value$111,665
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, TX
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