Gus Olaf Grefthen

Employer firm

Saturna Capital Corporation CRD 25586

$8.62B regulatory AUM 1,010 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 12/2018
  Edward Jones
  St.LOuis, MO
• 09/2012 → 08/2017
  Skagit Valley Hospital
  Mount Vernon, WA
• 04/2011 → 08/2017
  Skagit Valley Hospital
  Mount Vernon, WA
• 12/2018 → 06/2019
  Unemployed
  Bellingham, WA
• 06/2019 → Present
  Saturna Capital Corporation
  Bellingham, WA
• 06/2019 → Present
  Saturna Brokerage Services
  Bellingham, WA

Previous Registrations

• 2017-11-09 → 2018-12-11
  Edward Jones
  Bellingham, WA
  Bellingham,, WA
  St Louis, MO
  Bellingham, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-09

Other Names

• Gus Olaf Grefthen
• Gus Grefthen