James Mundell is a registered investment advisor at Wells Fargo Advisors, based in Waterloo, IA, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3146 Brockway Road, Waterloo, IA, 50701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is heavily involved in rental properties and farming, dedicating a few hours per week to each. He also spends nearly full-time working as a financial advisor at Signature Private Wealth Management, where he has an 80% ownership stake, and dedicates minimal time to serving on the finance committee for Trinity Bible Church.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations28 states
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