About Us

At Mundt and Associates, we specialize in guiding clients toward secure and confident retirements through personalized financial strategies. Our commitment to education, active management, and long-term support helps clients navigate their financial futures with clarity and peace of mind.

Justin D. Mundt

Justin Mundt holds life, health, property & casualty insurance licenses, as well as a Series 65 license. He started Mundt and Associates right after graduating in 2009. Helping others protect what they value most in life is very important to him, and he entered the financial services industry to do just that. Justin is reliable, honest, and dedicated to helping others.

He lives with his wife, Kelly, and their two children, Adelaide and Reece. In his spare time, Justin enjoys spending time with his family, woodworking, snowmobiling, farming, and playing music with his friends.

YEARS OF EXPERIENCE

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LOCATIONS

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HAPPY CLIENTS

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LICENSED ASSOCIATES

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Giving Back

Not everyone is as fortunate as we are. This is why we think it’s essential to give something back to our community. We do this in various ways, one of which is collaborating with charitable organizations here in Minnesota to organize fundraising and charity events. Please contact us if you want to learn more about the events we host. If you believe that there is a local charity that could benefit from our assistance, you’re welcome to reach out to us about that, too.

Our Company

Contact Info

Justin Mundt

MN Insurance License #40154183
WI Insurance License #13566251
IA Insurance License #13566251

Mundt & Associates

MN Insurance License #40385178
WI Insurance License #3001059504
IA Insurance License #1002231384

9:00am-5:00pm

1249 Whitewater Avenue
Saint Charles, MN 55972

By Appointment Only

1530 Greenview Drive SW #114
Rochester, MN 55902

By Appointment Only

306 Main Street #7
La Crescent, MN 55947

By Appointment Only

1176 Frontage Road East #1
Owatonna, MN 55060

*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.

Justin Mundt is an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Advisory services offered by registered individuals through Transce3nd, LLC, a SEC registered investment advisor. Transce3nd, LLC and Mundt & Associates are not affiliated entities.

Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.

© 2024 Mundt & Associates