Karl Mundt
President Financial Advisor Rjfs @Trail Ridge Financial
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WORK HISTORY
President Financial Advisor Rjfs @Trail Ridge Financial
Raleigh, NC, US
Karl started Trail Ridge Financial in 2018 to provide the insight and direction you need to help build a solid retirement plan that is focused on fulfilling your individual needs and financial goals. We offer you access to a full range of financial and retirement services, standing as a valuable resource for you as we work together to plan for your retirement. Our purpose is to guide you through the financial process and provide you with customized strategies to target your personal objectives. Stand prepared and confident in your retirement by allowing us to help you.CA Insurance #0G99764
EDUCATION
North Carolina State University - College of Management
MBA, Technology Commercialization
The University of North Carolina at Chapel Hill
Bachelor's degree, Political Science and Government
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor® Executive Education Program
ABOUT KARL MUNDT
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC…
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