Osaic, a provider of wealth management strategies, has announced that Signature Private Wealth Management has joined its growing network of independent advisors. Joining Osaic from Wells Fargo Advisors Financial Network, the Waterloo, Iowa-based firm is led by Robert “Bob” Mundell and oversees more than $300 million in client assets.
Signature PW is a family-led advisory team that includes financial advisers Bob Mundell, Isaiah Mundell, Erica Johnson and Tyler Johnson, as well as operations manager Jocelyn Green. The team focuses on delivering a client experience rooted in integrity, professionalism and a deep understanding of each client’s financial goals.
The Signature PW team evaluated multiple firms before selecting Osaic, citing the firm’s ability to support independent business owners with flexible solutions, resources for succession planning and a collaborative advisor community. Signature PW’s move reflects its commitment to maintaining control over h
