Michael N. Wood

MUNN WEALTH MANAGEMENT

Maumee, OH 43537

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CRD#: 3161139

Professional summary

Michael Nolan Wood is a registered financial advisor currently at MUNN WEALTH MANAGEMENT, LLC located in Maumee, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 4 firms and has passed the Series 66, SIE 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.

1) MUNN WEALTH MANAGEMENT LLC. INVESTMENT RELATED, REGISTERED INVESTMENT ADVISOR, START DATE 7/12/19; 40+ HRS/WEEK DURING TRADING HOURS 2) FIXED INSURANCE BUSINESS. COMPENSATION IN THE FORM OF COMMISSIONS. FIXED PRODUCTS ARE SOLD AS NEEDED BUT ARE NOT A NORMAL BUSINESS ACTIVITY. 1-2 HOURS PER WEEK, DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Nolan Wood's CRS (Customer Relationship Summary).

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

July 10, 2019 - Present

MUNN WEALTH MANAGEMENT, LLC

Office #1: 1700 Woodlands Drive Suite 100, Maumee, OH 43537

RIA

CRD#: 174414

Maumee, OH

Past

September 2, 2017 - July 1, 2019

ATLANTIS WEALTH ADVISORS LLC

RIA

CRD#: 169956

Traverse City, MI

Past

September 1, 2017 - January 2, 2020

REALTA EQUITIES, INC.

CRD#: 23769

Maumee, OH

Past

July 6, 2010 - September 5, 2017

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

TRAVERSE CITY, MI

Past

September 5, 2001 - September 5, 2017

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

TRAVERSE CITY, MI

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".

MUNN WEALTH MANAGEMENT, LLC

CRD#: 174414 / SEC#: 801-88182

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

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
(7/10/2019)

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: 9/3/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/4/2001

General Securities Representative Examination

Current Firm

MUNN WEALTH MANAGEMENT, LLC

CRD#: 174414 / SEC#: 801-88182

RIA

Registered Investment Advisory firm - (4/17/2015 Approved)

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Contact information

Main Address

1700 Woodlands Drive Suite 100, Maumee, OH 43537

Mailing Address

Phone number

(419) 794-0536

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MWM ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,834
AUM (Assets Under Management)	$ 209,634,560

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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Michael N. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Nolan Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATLANTIS WEALTH ADVISORS LLC

REALTA EQUITIES, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

Primary Firm SEC Registration

MUNN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/4/2001

Current Firm

MUNN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MUNN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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