CD
CD

Catherine S Deel

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
108 advisors
Number of Clients
6,671 clients
Average Client Portfolio
$573K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$5.5K
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Location

41856 Ivy St, Suite 113, Murrieta, CA, 92562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Catherine is an insurance agent selling various insurance products, including health, life, annuity, long-term care, and disability insurance, dedicating about 10-20% of her time. She also owns an equine business, provides tax preparation services, and works nearly full-time as an investment advisor for The Ameriflex Group.

Employment History
Current Registrations
Nwf Advisory Services INC
May 2025 - Present · 9 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
The Ameriflex Group
November 2023 - July 2025 · 1 yr 8 mos
Principal Securities, INC.
November 2017 - November 2023 · 6 yrs
Principal Securities, INC.Broker
January 2013 - November 2023 · 10 yrs 10 mos
State Registrations23 states
ARAZCACODEFLHIIDILKSMDMEMONJNMNVOHORSCTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Catherine S Deel - Financial Advisor | TrueAdvisor