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Daniel Garvin

Munn Wealth Management, LLC
40 Years of Experience
Maumee, OH
2 DisclosuresSells Insurance
View SEC Summary
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Daniel Garvin is a registered investment advisor at Munn Wealth Management, LLC, based in Maumee, OH, with 40 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 745 clients with $240M in assets under management.

Munn Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
745 clients
Average Client Portfolio
$325K average
Assets Under Management
$242.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and generally range from 0.50% to a maximum of 2.00%. Fees are separate from and in addition to any fees payable to other managers, including Camelot Portfolios LLC.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1700 Woodlands Drive, Suite 100, Maumee, OH, 43537

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2023
Settled
Customer Dispute
December 2011
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is an insurance agent selling life insurance and annuities through Apex Wealth Management, dedicating about a third of his time to this activity. He also works as a notary, but this is not investment-related and takes minimal time.

Employment History
Current Registrations
Munn Wealth Management, LLC
July 2026 - Present · 3 mos
Previous Registrations
Impact Partnership Wealth, LLC
June 2024 - September 2026 · 2 yrs 3 mos
World Equity Group, INC.Broker
June 2019 - December 2024 · 5 yrs 6 mos
Triumph Wealth Advisors, INC.
June 2016 - October 2024 · 8 yrs 4 mos
Taylor Capital Management INC.Broker
May 2016 - July 2019 · 3 yrs 2 mos
Brokers Financial
March 2013 - May 2016 · 3 yrs 2 mos
Brokers International Financial Services, LLC.Broker
March 2013 - May 2016 · 3 yrs 2 mos
First Allied Advisory Services, INC.
July 2012 - April 2013 · 9 mos
First Allied Securities, INC.
March 2011 - August 2012 · 1 yr 5 mos
First Allied Securities, INC.Broker
March 2011 - March 2013 · 2 yrs
Next Financial Group, INC.
June 2003 - March 2011 · 7 yrs 9 mos
Next Financial Group, INC.Broker
March 2002 - March 2011 · 9 yrs
American Investment Services, INC.Broker
May 1998 - April 2002 · 3 yrs 11 mos
Sunamerica Securities, INC.Broker
May 1997 - June 1998 · 1 yr 1 mo
Wma Securities, INC.Broker
June 1994 - May 1997 · 2 yrs 11 mos
Intersecurities, INC.Broker
September 1993 - June 1994 · 9 mos
PFS Investments INC.Broker
April 1986 - September 1993 · 7 yrs 5 mos
State Registrations2 states
GAOH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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