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Jeremy M

Series 63, Series 66

Round Rock, TX

Midwestern Securities Trading Company, LLC

Jeremy Munden is a financial advisor with Midwestern Securities Trading Company, LLC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at First National Bank Texas and Iowa Central Community College, as well as a seven-year tenure with Northfield Church of Christ. Midwestern Securities Trading Company serves a diverse clientele, including individual investors, retirement plan sponsors, municipalities, school districts, charitable organizations, and community financial institutions. The firm offers financial planning and portfolio management services, combining discretionary model portfolios managed by an internal committee with non-discretionary advisory recommendations and selected third-party management.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Passive / index investing
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