MM
CFP
MM
CFP

Mahamed Moubarak

Sells Insurance
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 ActivitiesSells Insurance

Mahamed holds health and life insurance licenses in Michigan and Ohio, and a life insurance license in Illinois. He spends minimal time on this activity, usually during securities trading hours.

Employment History
Current Registrations
Munn Wealth Management, LLC
May 2025 - Present · 9 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.
Mahamed Moubarak - Financial Advisor | TrueAdvisor