Isaiah Mundell (CRD# 6507704) is an Investment Advisor Representative working at Wells Fargo Advisors in Waterloo, IA and has over 5 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Waterloo, IA | Feb 2021 - Current | 3 |
| Robinhood Financial, LLC | Denver, CO | Aug 2020 - Jan 2021 | < 1 |
| Usaa Investment Services Company | Colorado Springs, CO | Mar 2019 - Jul 2020 | 1 |
| Apex Systems | Colorado Springs, CO | Mar 2019 - Jul 2020 | 1 |
| Usaa Financial Advisors, Inc. | Colorado Springs, CO | Mar 2019 - Jun 2020 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Waterloo, IA | Sep 2018 - Mar 2019 | < 1 |
| Franklin Templeton (fiduciary Trust Company International) | St. Petersburg, FL | May 2018 - Aug 2018 | < 1 |
| Iowa State University | Ames, IA | Feb 2018 - Apr 2018 | < 1 |
| Principal Financial Group | Des Moines, IA | May 2017 - Jan 2018 | < 1 |
| Iowa State University | Ames, IA | Jan 2017 - Apr 2017 | < 1 |
| Kingland Systems Corporation | Ames, IA | Feb 2016 - Dec 2016 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Waterloo, IA | Jun 2016 - Aug 2016 | < 1 |
| Edward Jones | St. Louis, MO | Jun 2015 - Jun 2016 | 1 |
| Central College | Pella, IA | Aug 2014 - May 2015 | < 1 |
| Waverly Shell Rock School District | Waverly, IA | Jan 2008 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- IA
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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