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Justin Duane Mundt

Realta Investment Advisors, Inc.

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About Justin Duane Mundt

Justin Mundt is a financial advisor who is active in Minnesota and Texas. Justin has been in the industry since 2009 and works with clients in both the individual and institutional markets. Justin has been registered with Realta Investment Advisors, Inc. and Transce3nd LLC. Justin holds several licenses and designations, including Series 6, Series 63, Series 65, and the SIE exam. Justin's areas of expertise include financial planning, portfolio management, and pension consulting.

Firm Information

Justin Mundt is currently registered with Realta Investment Advisors, Inc.. Realta Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE with a team of over 80 professionals. They manage over $799 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. Realta provides a range of services including financial planning, pension consulting, portfolio management, and publication of periodicals. They also offer a wrap fee program.
Realta Investment Advisors, Inc.

1201 N. ORANGE STREET

WILMINGTON, DE 19801

$799.70M

Assets Under Management

Not reported

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Mundt’s Registration & Firm History

MN

09/05/2024 - Present

Realta Investment Advisors, Inc. (SAINT CHARLES MN)

MN

04/03/2009 - 12/04/2020

FBL MARKETING SERVICES, LLC (ST CHARLES MN)

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Licenses & Designations

IA

Issued 02/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Justin Duane Mundt. Review regulatory record here.
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