David Rasmussen
Catalyst Financial NW · Gresham, Oregon
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.
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Specialties
Facts
| Firm | Catalyst Financial NW |
|---|---|
| Based in | Gresham, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $233.4M across 1,068 accounts |
| SEC registration | Investment adviser representative in OR, TX · CRD 5504604 |
| Exams passed | Series 63 (2008) · Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | catalyst-nw.com |
How David's firm compares
- Catalyst Financial NW's average account is about $219,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Catalyst Financial NW website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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