Isaiah James Mundell

Current Employers

Employment History

• 09/2018 → 03/2019
  Wells Fargo Advisors Financial Network, Llc
  Waterloo, IA
• 05/2017 → 01/2018
  Principal Financial Group
  Des Moines, IA
• 05/2018 → 08/2018
  Franklin Templeton (Fiduciary Trust Company International)
  St. Petersburg, FL
• 02/2016 → 12/2016
  Kingland Systems Corporation
  Ames, IA
• 02/2018 → 04/2018
  Iowa State University
  Ames, IA
• 01/2017 → 04/2017
  Iowa State University
  Ames, IA
• 03/2019 → 06/2020
  Usaa Financial Advisors, Inc
  Colorado Springs, CO
• 03/2019 → 07/2020
  Usaa Investment Services Company
  Colorado Springs, CO
• 03/2019 → 07/2020
  Apex Systems
  Colorado Springs, CO
• 08/2020 → 01/2021
  Robinhood Financial, Llc
  Denver, CO
• 02/2021 → 05/2026
  Wells Fargo Advisors Financial Network, Llc
  Waterloo, IA
• 05/2026 → Present
  Osaic Wealth, Inc.
  Waterloo, IA

Previous Registrations

• 2021-02-05 → 2026-05-21
  Wells Fargo Advisors Financial Network, Llc
  Waterloo, IA
• 2019-03-22 → 2020-07-22
  Usaa Investment Services Company
  Colorado Springs, CO
  Colorado Springs, CO
• 2019-03-12 → 2019-03-20
  Wells Fargo Advisors Financial Network, Llc
  Waterloo, IA

Other Businesses

1. MUNDELL FINANCIAL PLANNING, INC. POSITION: Financial Planner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/15/2023 ADDRESS: 3146 Brockway Rd, Waterloo IA 50701, United States DESCRIPTION: My understanding is that Osaic views Insurance as an OBA. Financial Planning. Includes Insurance work (Life Insurance & LTC Insurance) that Osaic is not directly involved with. I utilize for my business with Signature Private Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-12

Designations

Other Names

• Isaiah James Mundell
• Isaiah Mundell