DM
CFP
DM
CFP

David Eldon Munn

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
796 clients
Average Client Portfolio
$263K average
Assets Under Management
$209.6M

Fee Structure

Financial Planning:Investment management only
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is an Investment Advisor Representative (IAR) and financial planner at Munn Wealth Management, dedicating full-time hours to this role. He also has ownership stakes in several rental properties, mobile home parks, trampoline park franchises, and day care centers, as well as serving as treasurer for Westgate Chapel Church.

Employment History
Current Registrations
Munn Wealth Management, LLC
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Coastal Equities, INC.Broker
July 2017 - February 2023 · 5 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2014 - May 2017 · 2 yrs 8 mos
Camelot Portfolios, LLC
October 2012 - August 2017 · 4 yrs 10 mos
Next Financial Group, INC.
May 2010 - September 2012 · 2 yrs 4 mos
Next Financial Group, INC.Broker
August 2009 - September 2012 · 3 yrs 1 mo
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.