PM
CFP
PM
CFP

Paul W Muscat

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

701 Xenia Ave S, Suite 250, Minneapolis, MN, 55416-1029

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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

Paul sells life insurance and annuities as part of financial plans for clients, dedicating about 10-20% of his time to this activity. He also works full-time as a financial advisor for Everest Financial Group, providing investment recommendations and client services.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
June 2024 - Present · 1 yr 8 mos
Everest Financial Group
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
May 2022 - June 2024 · 2 yrs 1 mo
Morgan Stanley
July 2021 - April 2022 · 9 mos
Morgan StanleyBroker
July 2021 - April 2022 · 9 mos
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Planning Services
September 2016 - January 2018 · 1 yr 4 mos
USAA Financial Advisors, INC.Broker
August 2016 - June 2020 · 3 yrs 10 mos
Charles Schwab & CO., INC.Broker
July 2015 - July 2016 · 1 yr
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.