Osaic Welcomes Signature Private Wealth Management from Wells Fargo Advisors Financial Network with over $300 Million in Client Assets
Waterloo, Iowa–based family advisory team cites open architecture, flexibility and long-term succession resources in move
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced that Signature Private Wealth Management (“Signature PW”) 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 advisors Bob Mundell, Isaiah Mundell, Erica Johnson and Tyler Johnson, as well as Operations Manager Jocelyn Green. Together, the team focuses on delivering a client experience rooted in integrity, professionalism and a deep understanding of each client’s financial goals.
“We’re proud to welcome Bob and the Signature team to Osaic,” said John DiMonda, co-head of the Osaic Independent Channel. “As a family business focused on long-term client relationships, Signature represents the kind of entrepreneurial, values-driven firm that thrives in our community. We look forward to supporting their continued growth and helping them build a lasting legacy for the next generation.”
