Eric
Mundwiller
Mariner Independent
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About this Advisor
Eric Mundwiller is a financial advisor based in Chesterfield, Missouri, working with Mariner Independent. Eric has previously held positions at Investtax Wealth Advisers, LLC, Moneta Group Investment Advisors, LLC, Adviceperiod, LLC, Mariner Platform Solutions, and Itwa Cpa Tax Services. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Eric is part of Mariner Independent, which operates out of Chesterfield, Missouri. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Eric Mundwiller Work History
Investtax Wealth Advisers, LLC
Mariner Platform Solutions
Itwa Cpa Tax Services
Adviceperiod, LLC
Moneta Group Investment Advisors, LLC
Disclosures
Please visit the SEC profile of Eric Mundwiller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mariner Independent
Los Angeles, CA
Los Angeles, CA
Annapolis, MD
Thousand Oaks, CA
Ramsey, NJ
Manhattan Beach, CA
Florham Park, NJ
Brookline, MA
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