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Kundai Miedzo Mpundu

Missionsquare Retirement

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About Kundai Miedzo Mpundu

Kundai Mpundu is a financial advisor with Missionsquare Retirement. Kundai has been working in the financial industry since 2004 and is registered in District of Columbia, Maryland, and Virginia. Kundai holds several industry licenses including Series 6, Series 7TO, Series 63, and Series 65. Kundai also has experience in the real estate industry. Prior to joining Missionsquare Retirement, Kundai worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and VANGUARD MARKETING CORPORATION.

Firm Information

Kundai Mpundu is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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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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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percentage of assets

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

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Kundai Mpundu’s Registration & Firm History

DC

06/07/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

NC

08/23/2005 - 05/30/2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

PA

09/13/2004 - 08/04/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 11/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kundai Miedzo Mpundu.
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