# David Rasmussen

> David Rasmussen is a fee-only financial advisor at Catalyst Financial NW in Gresham, Oregon. David focuses on retirement planning. Catalyst Financial NW reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-rasmussen/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Catalyst Financial NW
- **Based in:** Gresham, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $233.4M across 1,068 accounts
- **Specialties:** Retirement planning
- **CRD:** 5504604 (https://adviserinfo.sec.gov/individual/summary/5504604)
- **SEC registration:** Investment adviser representative in OR, TX
- **Exams passed:** Series 63 (2008), Series 65 (2015)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://catalyst-nw.com/

## Frequently asked questions

### Is David Rasmussen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Catalyst Financial NW reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Catalyst Financial NW, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Rasmussen based?

David Rasmussen is based in Gresham, Oregon.

### What does David specialize in?

David's specialties include retirement planning.

### Is David Rasmussen registered with the SEC?

Yes. David Rasmussen is registered as an investment adviser representative in OR and TX (CRD 5504604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Catalyst Financial NW manage?

Catalyst Financial NW reports $233.4M across 1,068 accounts in assets under management.

### How do I contact David Rasmussen?

Through David's website, catalyst-nw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5504604): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://catalyst-nw.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.