Unclaimed Profile

Sarah Jane Berndt

MUNN WEALTH MANAGEMENT, LLC·MAUMEE, Ohio

Series 7, Series 63, Series 65Clean record16 years registeredMUNN WEALTH MANAGEMENT, LLC

1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 1264410Firm CRD# 174414

Profile Verification

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

Identity

Sarah Jane Berndt · MAUMEE, OH

Registration

CRD #1264410 · MUNN WEALTH MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MUNN WEALTH MANAGEMENT, LLC

MUNN WEALTH MANAGEMENT, LLC

Apr 2018 – Feb 2020

MAUMEE, OH

CAMELOT PORTFOLIOS, LLC

Aug 2010 – Sep 2017

MAUMEE, OH

CAMELOT PORTFOLIOS, LLC

Dec 2009 – Jan 2010

MAUMEE, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 23, 2009

Years registered · 16

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

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Frequently Asked Questions

What services does Sarah Jane Berndt offer?

Sarah Jane Berndt specializes in Financial Planning, Investment Management.

What are Sarah Jane Berndt's credentials?

Sarah Jane Berndt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Jane Berndt located?

Sarah Jane Berndt is based in MAUMEE, Ohio, last registered with MUNN WEALTH MANAGEMENT, LLC.

How does Sarah Jane Berndt charge for services?

Sarah Jane Berndt'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.

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