Justin J. Munger

VIP FINANCIAL ASSOCIATES

Woodbury, MN 55125

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CRD#: 4581221

Professional summary

Justin Jon Munger is a registered financial advisor currently at VIP FINANCIAL ASSOCIATES located in Woodbury, Minnesota.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Justin has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JUSTIN IS AN INDEPENDENT LIFE AND HEALTH INSURANCE AGENT IN MINNESOTA AND WISCONSIN WORKS WITH THE FOLLOWING COMPANIES: AIG LIFE INS., AXA EQUITABLE, AMERICAN GENERAL, AMERICAN GENERAL ANNUITY, AVIVA, BANNER LIFE (LGA), GENWORTH LIFE & ANN., ING IGA RELIASTER LIFE, ING SEC. LIFE OF DENVER, LINCOLN FINANCIAL, MET LIFE INVESTORS, MINNESOTA LIFE, PRINCIPAL LIFE INSURANCE, PRUDENTIAL, SBLI AND TRANSAMERICA; JUSTIN SPENDS APPROXIMATELY ONE HOUR A MONTH DURING TRADING HOURS DEALING WITH LIFE INSURANCE POLICIES AND HAS BEEN INVOLVED IN THE BUSINESS SINCE 2002. Premier Pet Services, LLC; not investment related; 133 Bayberry Ct., Hudson, WI 54106; Pet sitting and cleanup services; owner; 5/1/2023; 1 hour per month; Owner and completing documents. I do not work directly with pets.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jon Munger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2016 - Present

VIP FINANCIAL ASSOCIATES

Office #1: 6053 Hudson Rd. Suite 201, Woodbury, MN 55125

RIA

CRD#: 282344

Woodbury, MN

Past

March 12, 2015 - December 31, 2016

SIMPLICITY SOLUTIONS, LLC

RIA

CRD#: 175009

WOODBURY, MN

Past

June 23, 2011 - March 22, 2013

DEMPSEY LORD SMITH, LLC

CRD#: 141238

ROME, GA

Past

February 2, 2010 - March 20, 2015

SAWTOOTH ASSET MANAGEMENT, INC.

RIA

CRD#: 150506

WOODBURY, MN

Past

July 2, 2009 - October 27, 2009

SAWTOOTH ASSET MANAGEMENT, INC.

RIA

CRD#: 150506

WOODBURY, MN

Past

January 23, 2003 - June 19, 2009

ONEAMERICA SECURITIES, INC.

CRD#: 4173

WOODBURY, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/5/2016)

IAR

Wisconsin
(7/7/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/19/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/2003

General Securities Representative Examination

Current Firm

VIP FINANCIAL ASSOCIATES

PREMIER CAPITAL MANAGEMENT, LLC | VIP FINANCIAL ASSOCIATES, LLC | VIP FINANCIAL ASSOCIATES

CRD#: 282344 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/5/2016 Approved)

Wisconsin

Registered Investment Advisory firm - (7/7/2016 Approved)

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Contact information

Main Address

6053 Hudson Rd. Suite 201, Woodbury, MN 55125

Mailing Address

Phone number

(651) 777-9335

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	408
AUM (Assets Under Management)	$ 52,289,661

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Justin J. Munger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Jon Munger's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIP FINANCIAL ASSOCIATES

SIMPLICITY SOLUTIONS, LLC

DEMPSEY LORD SMITH, LLC

SAWTOOTH ASSET MANAGEMENT, INC.

SAWTOOTH ASSET MANAGEMENT, INC.

ONEAMERICA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2003

Series 7

Date: 1/20/2003

Current Firm

VIP FINANCIAL ASSOCIATES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIP FINANCIAL ASSOCIATES

TRUST BUT VERIFY

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