Patrick Mundlin is a registered investment advisor, based in Austin, TX, with 9 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an Investment Adviser Representative at 49 Wealth Management, dedicating nearly all of his time to this role. He also works as a fixed insurance sales agent and is involved in several LLCs for private business investments, a ranch, and a family health insurance company, but these activities require minimal time.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
49 Financial
Previous Registrations
Thrivent Advisor Network, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations10 states
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