Joshua MudseCRD Number: 3105171
Current Firm: Munn Wealth Management, LLC
Joshua Mudse (CRD# 3105171) is an Investment Advisor Representative working at Munn Wealth Management, LLC in Maumee, OH and has over 16 years of experience in the finance industry. Joshua Mudse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Munn Wealth Management||Maumee, OH||Jul 2015 - Current||1|
|Mml Investors Services||Sylvania, OH||Jul 2014 - Jun 2015||< 1|
|Mass Mutual Life Insurance Company||Sylvania, OH||Jun 2014 - Jun 2015||1|
|Advisor Efx||Toledo, OH||Mar 2013 - Jun 2014||1|
|Charles Schwab Bank||Sylvania, OH||Feb 2005 - Feb 2013||8|
|Charles Schwab & Company, Inc.||Sylvania, OH||Jun 2000 - Feb 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2001|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management207MILLIONS
Total Number of Accounts875ACCOUNTS
Average Account Value$236,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MI, OH