DM
David E. Munn
MUNN WEALTH MANAGEMENT
Maumee, OH 43537
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CRD#: 5707262
DM
Professional summary
David Eldon Munn, CFP®, who also goes by David E Munn, is a registered financial advisor currently at MUNN WEALTH MANAGEMENT, LLC located in Maumee, Ohio.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David E Munn
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. INVESTMENT RELATED, RIA. IAR, FINANCIAL PLANNER. START DATE 08/2017. 160 HRS/MONTH, 160HRS/MONTH DURING TRADING. MEET WITH CLIENTS, PUT TOGETHER FINANCIAL PLANS, AND OPEN UP NEW INVESTMENT ACCOUNTS. 2) HOLY TOLEDO RENTALS, LLC; SOLE PROPRIETORSHIP; RENTAL PROPERTY; OWNER; 8 HOURS A MONTH, SOMETIMES DURING TRADING HOURS. 100% OWNERSHIP; INDEFINITE 3) WHISPERING WINDS MOBILE HOME PARK; WWW.WHISPERINGWINDSMOBILEHOMES.COM; CO-OWNER/GENERAL PARTNER; 2 HOURS PER WEEK DURING NON-BUSINESS HOURS. 4) UA RTE 20, LLC (URBAN AIR TRAMPOLINE PARK FRANCHISE); WWW.URBANAIRTRAMPOLINEPARK.COM; LIMITED MEMBER/SHAREHOLDER; $50,000 INVESTMENT WITH COMPENSATION OF PROFITS OF THE COMPANY; 0 HOURS PER WEEK 5) LITTLE GENERATION DAY CARE ELEANOR, LLC; COMMERCIAL REAL ESTATE; MEMBER OF LLC; INVESTMENT WITH COMPENSATION OF PROFITS FROM THE LLC; 0 HOURS PER WEEK 6) DAY CARE SOLUTIONS, LLC DBA LOVE N LEARN EDUCATIONAL CHILD CARE; LNLCHILD.COM; 50% OWNER/MEMBER OF LLC; COMPENSATION IN FORM OF PROFITS; 0 HOURS PER WEEK 7) FOREST MOBILE HOME PARK 4549-4551 COUNTRY ROAD E DELTA, OH 43515; OWNER OF MOBILE HOME PARK; COMPENSATION IN THE FORM OF PROFITS; FINANCIAL INVESTMENT $150,000; 2 HOURS PER WEEK DURING NON-TRADING HOURS 8) LIVONIA UA, LLC 5431 MAIN ST SYVANIA, OH 43560; URBAN AIR TRAMPOLINE PARK FRANCHISE; URBANAIRTRAMPOLINEPARK.COM; LIMITED MEMBER/SHAREHOLDER; COMPENSATION INTHE FORM OF PROFITS; FINANCIAL INVESTMENT $50,000 9) LITTLE MISS AND MISTER DAYCARE; 5776 HARVEST LANE TOLEDO, OH 43623; LITTLEMISSANDMISTER.NET; OWNER; COMPENSATION IN THE FORM OF PROFITS; 2-4 HOURS PER WEEK DURING NON-TRADING HOURS. 10) WESTGATE CHAPEL CHURCH, 2500 WILFORD DRIVE, TOLEDO, OH 43615; WESTGATECHAPEL.ORG; TREASURER; CHAIR FINANCE COMMITTEE; ANNUAL BUDGET PREPARATION; INVESTMENT, INSURANCE AND CONTRACT SUPERVISION; NO COMPENSATION; 2 HOURS PER MONTH DURING TRADING HOURS; 10 HOURS PER MONTH DURING NON-TRADING HOURS;
CRS (Client Relationship Summary) - RIA
Click below to view David Eldon 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®
CFP®
Start date: 2009
Experience
Current
August 2, 2017 - Present
MUNN WEALTH MANAGEMENT, LLC
Office #1: 1700 Woodlands Drive Suite 100, Maumee, OH 43537RIA
CRD#: 174414
Maumee, OH
Past
July 18, 2017 - February 17, 2023
REALTA EQUITIES, INC.
BD
CRD#: 23769
Maumee, OH
Past
September 10, 2014 - May 5, 2017
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Maumee, OH
Past
October 24, 2012 - August 2, 2017
CAMELOT PORTFOLIOS, LLC
RIA
CRD#: 145918
MAUMEE, OH
Past
May 17, 2010 - September 18, 2012
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
MAUMEE, OH
Past
August 25, 2009 - September 18, 2012
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
MAUMEE, OH
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".
MW
MUNN WEALTH MANAGEMENT, LLC
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(8/2/2017)
IAR
Texas(4/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MUNN WEALTH MANAGEMENT, LLC
MUNN WEALTH MANAGEMENT, LLC
CRD#: 174414 / SEC#: 801-88182
RIA
Registered Investment Advisory firm - (4/17/2015 Approved)Upgrade to AdvisorCheck Premium
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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
10
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,834 |
| AUM (Assets Under Management) | $ 209,634,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
