Isaiah James Mundell
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.9BFirm assets
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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
10 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- Wells Fargo Advisors Financial Network, LLCFeb 2021 to May 2026
- Robinhood Financial, LLCAug 2020 to Jan 2021
- Apex SystemsMar 2019 to Jul 2020
- USAA Investment Services CompanyMar 2019 to Jul 2020
- USAA Financial Advisors, IncMar 2019 to Jun 2020
- Wells Fargo Advisors Financial Network, LLCSep 2018 to Mar 2019
- Franklin Templeton (fiduciary Trust Company International)May 2018 to Aug 2018
- Iowa State UniversityFeb 2018 to Apr 2018
- Principal Financial GroupMay 2017 to Jan 2018
- Iowa State UniversityJan 2017 to Apr 2017
- Kingland Systems CorporationFeb 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6507704
- Firm CRD
- 23131