Joshua Mudse, financial advisor Maumee OH
96 score

Joshua Mudse

CRD 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 15 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Joshua D. Mudse
Phone Number: 419-794-0536
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    207
    MILLIONS
  • Total Number of Accounts
    875
    ACCOUNTS
  • Average Account Value
    $236,777
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, MI, OH

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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