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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-02 |
Branch Locations
1249 Whitewater Ave, Saint Charles, MN 55972 • United States
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fbl Marketing Services | West Des Moines | IA | 12/2008 | 12/2020 |
| Farm Bureau | West Des Moines | IA | 12/2008 | 12/2020 |
| Mundt And Associates, Inc | St. Charles | MN | 04/2014 | Present |
| Onyx Bridge Wealth Group Llc | Tarrytown | NY | 12/2020 | 03/2022 |
| Coppell Advisory Solutions Dba Fusion Capital Management | Dallas | TX | 03/2022 | 09/2024 |
| Realta Investment Advisors, Inc. | Wilmington | DE | 01/2025 | 05/2025 |
| Transce3Nd | Kyle | TX | 09/2024 | 12/2024 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 05/2025 | Present |
| Mundt Wealth Management | St. Charles | MN | 12/2020 | 05/2025 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-27 |
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