Eric William Mundwiller
Investment adviser representative at Mariner Independent
15 yearsExperience
1 stateRegistered in
PFSDesignation
$7.3BFirm assets
Are you Eric William Mundwiller? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Mariner IndependentSep 2021 to now
- Investtax Wealth Advisers, LLCSep 2021 to now
- Itwa Cpa Tax ServicesSep 2021 to now
- Mariner Platform SolutionsSep 2021 to now
- Adviceperiod, LLCJan 2018 to now
- Moneta Group Investment Advisors, LLCJun 2011 to Jan 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2234056
- Firm CRD
- 305418