Erez Law is currently investigating Mundt & Associates, Inc. owner Justin Mundt (CRD# 5652696) regarding insurance losses. He has been the owner of Mundt & Associates, Inc. in St. Charles, Minnesota, since 2014, an investment adviser representative with Transc3nd in Kyla, Texas, since 2024, an IAR with Realta Investment Advisors, Inc. in Wilmington, Delaware, since 2024, and an investment advisor representative in Alpharetta, Georgia, since 2025. He was registered with FBL Marketing Services, LLC in St. Charles, Minnesota, from 2009 to 2020.
In July 2024, John Bouquet and Marcia Bouquet, as individuals and the John Bouquet Family Trust and the Marcia Bouquet Family Trust, named Justin Mundt in a lawsuit alleging he made misrepresentations regarding an investment strategy involving the sale of life insurance policies, in 2017 and on various dates thereafter. According to the complaint, “Mr. Mundt was named as one of multiple defendants in a lawsuit filed in the Third Judicial District Court of the State of Minnesota, County of Olmstead. The plaintiffs generally allege that the defendants made misrepresentations regarding an investment strategy involving the sale of life insurance policies. The complaint asserts a variety of claims pursuant to the common law and state laws, and seeks compensatory damages, among other remedies. Mr. Mundt believes the allegations in the complaint are without merit and is vigorously defending the action in coordination with the other defendants.”
Justin Mundt Customer Complaints
He has been the subject of one customer complaint, according to his CRD report
May 2024. “Mr. Mundt was named as one of multiple defendants in a lawsuit generally alleging that the defendants made misrepresentations regarding an investment strategy involving the sale of life insurance policies, in 2017 and various dates thereafter.” The case is currently pending.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Mundt & Associates, Inc. may be liable for investment or other losses suffered by Justin Mundt’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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