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

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--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.”

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 how it serves clients while gaining access to the scale, tools and support of one of the nation’s largest wealth management platforms.

“Our clients are at the center of every decision we make,” said Bob Mundell, founder of Signature PW. “Choosing Osaic was about finding the right long-term home for our firm, our family and the families we serve. Osaic provides the open-architecture platform, flexibility and community we need to continue delivering a high-quality client experience while positioning our business for the next generation.”

At Osaic, independence is supported by a platform designed to help advisors grow, increase efficiency and spend more time serving clients. With access to Osaic’s open architecture, business resources and advisor-focused community, Signature PW is positioned to continue delivering personalized guidance while advancing its long-term vision for the firm.

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.