Justin Duane Mundt

Employer firm

Gibbs Wealth Management, LLC CRD 281621

$1.06B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2008 → 12/2020
  Fbl Marketing Services
  West Des Moines, IA
• 12/2008 → 12/2020
  Farm Bureau
  West Des Moines, IA
• 04/2014 → Present
  Mundt And Associates, Inc
  St. Charles, MN
• 12/2020 → 03/2022
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY
• 03/2022 → 09/2024
  Coppell Advisory Solutions Dba Fusion Capital Management
  Dallas, TX
• 01/2025 → 05/2025
  Realta Investment Advisors, Inc.
  Wilmington, DE
• 09/2024 → 12/2024
  Transce3Nd
  Kyle, TX
• 05/2025 → Present
  Gibbs Wealth Management, Llc
  Alpharetta, GA
• 12/2020 → 05/2025
  Mundt Wealth Management
  St. Charles, MN

Previous Registrations

• 2024-09-12 → 2025-07-29
  Transce3Nd Llc
  St Charles, MN
  Buda, TX
• 2024-09-05 → 2025-01-28
  Realta Investment Advisors, Inc
  Saint Charles, MN
  Wilmington, DE
• 2022-03-29 → 2024-09-06
  Coppell Advisory Solutions Llc
  Dallas, TX
  St. Charles, MN
• 2020-12-01 → 2022-05-02
  Onyx Bridge Wealth Group Llc
  Tarrytown, NY
  Saint Charles, MN
• 2018-08-19 → 2020-12-04
  Fbl Wealth Management, Llc
  West Des Moines, IA
• 2018-02-02 → 2018-08-19
  Equitrust Investment Management Services, Inc.
  West Des Moines, IA

Other Businesses

1) MUNDT AND ASSOCIATES, INC, NOT INVESTMENT RELATED INSURANCE AGENCY; ST CHARLES, MN; INSURANCE AGENT; START DATE 04/2014; 160 HOURS/MONTH WITH 140 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2) MUNDT CONSULTING, CONSULTING WORK FOR CPA'S IN THE LOCAL AREA; ST CHARLES, MN; NOT INVESTMENT RELATED; CONSULTANT; START DATE 2/1/18; CONSULTING FEES; 2.5 HOURS/WEEK DURING SECURITIES TRADING HOURS. 3) TRUE CAPITAL PARTNERS, LLC; HURST, TX; NOT INVESTMENT RELATED: START: 8/2024; THIS IS A 50/50 PARTNERSHIP VENTURE WITH A TAX PROFESSIONAL; PLANNING TEAM LEAD; 2.5 HOURS/WEEK DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-02
• S63 Uniform Securities Agent State Law Examination
  2009-06-27