Mundi Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

At Mundi Financial, our professionals are more than just financial advisors — we’re your neighbors, dedicated to serving individuals and families in our community. We apply a warm, receptive style to the serious business of managing your wealth.

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra Investment Services, LLC. Mundi Financial is not affiliated with Kestra IS.

www.finra.org and www.sipc.org

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.

Find Mundi Financial employees' phone numbers or email addresses

Mundi Financial Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Mundi Financial's Leadership

  • Stylized image of a person
    W. K.
    Ceo & Founder
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  • Stylized image of a person
    J. B.
    Vice President Operations
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  • Stylized image of a person
    I. S.
    Vice President-Investor Relations
    Phone icon
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    D. D.
    Wealth Management Associate
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    S. C.
    Portfolio Analyst
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  • Stylized image of a person
    S. D.
    Financial Advisor
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  • Stylized image of a person
    S. D.
    Wealth Management Specialist
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Mundi Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Mundi Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. K.
    Ceo & Founder
    Phone icon
    Mar 25, 2026
  • Stylized image of a person
    I. S.
    Vice President-Investor Relations
    Phone icon
    United StatesNew York
    Mar 16, 2026
  • Stylized image of a person
    J. B.
    Vice President Operations
    Phone icon
    Jan 27, 2026
  • Stylized image of a person
    D. D.
    Wealth Management Associate
    Phone icon
    United StatesNew York
    Nov 16, 2025
  • Stylized image of a person
    S. C.
    Portfolio Analyst
    Phone icon
    Nov 14, 2025
  • Stylized image of a person
    S. D.
    Financial Advisor
    Phone icon
    United StatesNew York
    Mar 24, 2026
  • Stylized image of a person
    S. D.
    Wealth Management Specialist
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is Mundi Financial known for?

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Mundi Financial was founded in 2019 operates in the Financial Services industry. The company's main headquarters is located in 90 Crystal Run Road Suite 101 Middletown, New York 10941 United States. Explore Mundi Financial's company overview page for more information.

What is Mundi Financial's most common email format?

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Mundi Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mundi Financial email formats with LeadIQ.

How many employees does Mundi Financial have currently?

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Mundi Financial has approximately 6 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Mundi Financial's key employees and leadership?

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As of April 2026, Mundi Financial's key employees include:

  • Ceo & Founder: W. K.
  • Vice President Operations: J. B.
  • Vice President-Investor Relations: I. S.
  • Wealth Management Associate: D. D.
  • Portfolio Analyst: S. C.

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