DM
Darren T. Munn
CAMELOT PORTFOLIOS
Maumee, OH 43537
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CRD#: 3100611
DM
Professional summary
Darren Thaddaeus Munn, CFA is a registered financial advisor currently at CAMELOT PORTFOLIOS, LLC located in Maumee, Ohio and MUNN WEALTH MANAGEMENT, LLC located in Maumee, Ohio.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Darren has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 51, Series 4 and Series 24 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.
1)CMBY, LLC (CORP); COMMERCIAL REAL ESTATE RENTAL; PASSIVE OWNER; NO TIME SPENT; 70% OWNERSHIP; CONTINUOUS TERM; 2)CAMELOT PORTFOLIOS, LLC (RIA) FINANCIAL PLANNING/CONSULTING, MONEY MANAGEMENT, BUDGETS, BOOKKEEPING & VALUATIONS; ACTIVE OWNER; 50% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; COMP VARIES 3)DARREN MUNN (SOLE PROP); PROPERTY MANAGEMENT; ACTIVE OWNER; 1% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; 4)MUNN WEALTH MANAGEMENT; (RIA); 90% OWNERSHIP; 29% TIME SPENT; 39% COMP;INDEFINITE TERM; 5) CMBY, LLC & WOODLANDS INVESTORS; INVESTMENT RELATED; OWNER; OWNERSHIP OF OFFICE BUILDING; OVERSEE MANAGEMENT OF OFFICE BUILDING, HANDLE FINANCIAL DECISIONS, & SEEK NEW TENANTS; START DATE: 2008-01-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES. 1 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 6) TOLEDO CHRISTIAN SCHOOLS FOUNDATION; NOT INVESTMENT RELATED; BOARD MEMBER; ATTEND BOARD MEETINGS, ENGAGE POTENTIAL DONORS, OVERSEE THE FOUNDATION'S INVESTMENTS; THE TCS FOUNDATION ENGAGES DONORS TO RAISE MONEY TO PROVIDE SCHOLARSHIPS AND FUNDS FOR CAPITAL IMPROVEMENTS; START DATE: 2008-01-01; LOCATION: 2303 BROOKFORD DR TOLEDO OH 43614 UNITED STATES; 3 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 7) EFFECTIVE GIVE; BOARD MEMBER; ATTEND BOARD MEETINGS & ADVISE ON THE DIRECTION OF THE ORGANIZATION; EFFECTIVE GIVE HELPS DONORS INCREASE THEIR CHARITABLE IMPACT; START DATE: 2018-06-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 8) INSURANCE AGENT; INVESTMENT RELATED; PROVIDE QUOTES, COMPLETE APPLICATIONS, DELIVER POLICIES; SALE OF LIFE INSURANCE FOR CLIENTS WHO NEED IT; START DATE: 1998-01-31; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 9) ONE VOICE FOUNDATION; NOT INVESTMENT RELATED; CHAIRMAN; PROVIDE VISION & DIRECTION, OVERSEE STAFF, AND MANAGE FINANCES; THE ONE VOICE FOUNDATION FACILITATES GENEROSITY AND STEWARDSHIP WITHIN THE GREATER TOLEDO CHRISTIAN COMMUNITY.; START DATE: 2018-09-30; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 4 HOUR/MONTH DURING TRADING HOURS; 2 HOUR/MONTH OUTSIDE OF TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Thaddaeus Munn'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®
Experience
Current
August 26, 2010 - Present
CAMELOT PORTFOLIOS, LLC
Office #1: 1700 Woodlands Dr Suite 100, Maumee, OH 43537RIA
CRD#: 145918
Maumee, OH
Current
September 11, 2017 - Present
MUNN WEALTH MANAGEMENT, LLC
Office #1: 1700 Woodlands Drive Suite 100, Maumee, OH 43537RIA
CRD#: 174414
Maumee, OH
Past
September 11, 2017 - December 31, 2023
ATLANTIS WEALTH ADVISORS LLC
RIA
CRD#: 169956
MAUMEE, OH
Past
March 19, 2008 - January 6, 2010
CAMELOT PORTFOLIOS, LLC
RIA
CRD#: 145918
MAUMEE, OH
Past
June 6, 2003 - April 20, 2015
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
MAUMEE, OH
Past
March 6, 2002 - April 20, 2015
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
MAUMEE, OH
Past
September 3, 1998 - April 5, 2002
AMERICAN INVESTMENT SERVICES, INC.
BD
CRD#: 21111
OKLAHOMA CITY, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS
CRD#: 145918 / SEC#: 801-70932
RIA
Registered Investment Advisory firm - (1/4/2010 Approved)Ohio
Registered Investment Advisory firm - (1/6/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (1/6/2010 Terminated)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
Ohio(8/26/2010)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CP
CAMELOT PORTFOLIOS, LLC
CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS
CRD#: 145918 / SEC#: 801-70932
RIA
Registered Investment Advisory firm - (1/4/2010 Approved)Ohio
Registered Investment Advisory firm - (1/6/2010 Terminated)Wisconsin
Registered Investment Advisory firm - (1/6/2010 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Woodlands Dr Suite 100, Maumee, OH 43537
Mailing Address
Phone number
(419) 794-0538
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,651 |
| AUM (Assets Under Management) | $ 295,347,602 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
