What departments does Mundi Financial have?

Mundi Financial has employees across 4 departments including Operations, Consultant, Analytics, Finance.

What is the largest department at Mundi Financial?

The largest department at Mundi Financial is Operations with 1 employees.

Where are Mundi Financial employees located globally?

Mundi Financial has employees across 1 continents and 1 countries including United States Of America.

How has Mundi Financial's team size changed over time?

Mundi Financial's team has grown from approximately 5 to 6 employees based on available data.

Mundi Financial Employee Directory

Financial ServicesNew York, United States2-10 Employees

Mundi Financial is a financial services firm based at 90 Crystal Run Road, Suite 101, Middletown, New York 10941, United States, and employs 2 to 10 people. The firm provides securities through Kestra Investment Services, LLC (member FINRA/SIPC) and investment advisory services through Kestra Private Wealth Services, LLC, an affiliate of Kestra Investment Services. Mundi Financial states it is not affiliated with Kestra Investment Services, LLC. The company’s description portrays its professionals as neighbors serving individuals and families in the community, adopting a client-focused, approachable approach to wealth management. The site is published for United States residents only, with registered representatives and investment adviser representatives operating only in jurisdictions where they are properly registered; reported revenue is in the range of $10 million to $25 million.

Mundi Financial Global Highlights

North America
7

United States Of America
7

Mundi Financial's Leadership

W. K.
Ceo & Founder
Mobile Phone
Email
J. B.
Vice President Operations
Mobile Phone
Email
I. S.
Vice President-Investor Relations
Mobile Phone
Email
D. D.
Wealth Management Consultant
Mobile Phone
Email
S. C.
Portfolio Analyst
Mobile Phone
Email
S. D.
Financial Advisor
Mobile Phone
Email
S. D.
Wealth Management Specialist
Mobile Phone
Email

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

W. K.
Ceo & Founder
Mobile Phone
Email
Jun 01, 2026
I. S.
Vice President-Investor Relations
Mobile Phone
Email
United StatesNew York
Jun 25, 2026
J. B.
Vice President Operations
Mobile Phone
Email
May 31, 2026
D. D.
Wealth Management Consultant
Mobile Phone
Email
United StatesNew York
May 31, 2026
S. C.
Portfolio Analyst
Mobile Phone
Email
May 30, 2026
S. D.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Jun 08, 2026
S. D.
Wealth Management Specialist
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Mundi Financial known for?

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?

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?

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

Who are Mundi Financial's key employees and leadership?

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

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

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Mundi Financial Employee Directory

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