Unclaimed Profile

David Eldon Munn

MUNN WEALTH MANAGEMENT, LLC·MAUMEE, Ohio

SIE, Series 7, Series 63CFPClean record16 years registeredMUNN WEALTH MANAGEMENT, LLC

1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 5707262Firm CRD# 174414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Eldon Munn · MAUMEE, OH

Registration

CRD #5707262 · MUNN WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MUNN WEALTH MANAGEMENT, LLC

Aug 2017 – present

CAMELOT PORTFOLIOS, LLC

Oct 2012 – Aug 2017

MAUMEE, OH

NEXT FINANCIAL GROUP, INC.

May 2010 – Sep 2012

MAUMEE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · May 17, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MUNN WEALTH MANAGEMENT, LLC

CRD 174414 · SEC 801-88182

AUM

$197M

Regulatory assets under management

Employees

1,898 client accounts

Services offered by MUNN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MUNN WEALTH MANAGEMENT, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MAUMEE?

Browse all registered financial advisors in MAUMEE, Ohio or claim this profile if it's yours.

Browse MAUMEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Eldon Munn offer?

David Eldon Munn specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.

What are David Eldon Munn's credentials?

David Eldon Munn holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Eldon Munn located?

David Eldon Munn is based in MAUMEE, Ohio, working with MUNN WEALTH MANAGEMENT, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does David Eldon Munn charge for services?

David Eldon Munn's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUNN WEALTH MANAGEMENT, LLC?

MUNN WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →