DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Justin Duane Mundt

Gibbs Wealth Management, LLCindependent RIASaint Charles, Mn IA-onlyIAPD 5652696

Feed of 09/15/2026

At current firm

1 y

since Jul 2, 2025

In the industry

17 y

since Dec 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gibbs Wealth Management, LLC independent RIA current
since Jul 2, 2025 · Saint Charles, Mn
Transce3nd LLC independent RIA
Sep 12, 2024 to Jul 29, 2025 · St Charles, Mn
Realta Investment Advisors, Inc BD affiliated
Sep 5, 2024 to Jan 28, 2025 · Saint Charles, Mn
Coppell Advisory Solutions LLC independent RIA
Mar 29, 2022 to Sep 6, 2024 · Dallas, Tx
Onyx Bridge Wealth Group LLC independent RIA
Dec 1, 2020 to May 2, 2022 · Tarrytown, Ny
Fbl Wealth Management, LLC BD affiliated
Aug 19, 2018 to Dec 4, 2020 · West Des Moines, Ia
Fbl Investment Management Services, Inc. former
Feb 2, 2018 to Aug 19, 2018 · West Des Moines, Ia

Moves

a registration end followed by a registration begin elsewhere

Transce3nd LLC to Gibbs Wealth Management, LLC
left Jul 29, 2025, registered Jul 2, 2025 (-27 days) · RIA to RIA
Realta Investment Advisors, Inc to Transce3nd LLC
left Jan 28, 2025, registered Sep 12, 2024 (-138 days) · Affiliated broker-dealer or bank to independent RIA
Coppell Advisory Solutions LLC to Realta Investment Advisors, Inc
left Sep 6, 2024, registered Sep 5, 2024 (-1 days) · RIA to affiliated broker-dealer or bank
Onyx Bridge Wealth Group LLC to Coppell Advisory Solutions LLC
left May 2, 2022, registered Mar 29, 2022 (-34 days) · RIA to RIA
Fbl Wealth Management, LLC to Onyx Bridge Wealth Group LLC
left Dec 4, 2020, registered Dec 1, 2020 (-3 days) · Other
Fbl Investment Management Services, Inc. to Fbl Wealth Management, LLC
left Aug 19, 2018, registered Aug 19, 2018 (0 days) · corporate re-registration, not a move

Signals

Justin Duane Mundt left Transce3Nd Llc for Gibbs Wealth Management, Llc (registered 2025-07-02)
Jul 29, 2025 · Advisor changed firm · fact
Justin Duane Mundt left Realta Investment Advisors, Inc for Transce3Nd Llc (registered 2024-09-12)
Jan 28, 2025 · Advisor changed firm · fact
Justin Duane Mundt left Coppell Advisory Solutions Llc for Realta Investment Advisors, Inc (registered 2024-09-05)
Sep 6, 2024 · Advisor changed firm · fact
Justin Duane Mundt left Onyx Bridge Wealth Group Llc for Coppell Advisory Solutions Llc (registered 2022-03-29)
May 2, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address