Daniel Acheson has been Vice President of Munn Wealth Management since October 2024, is a control person of the firm and directly owns under 5% of it. Daniel Acheson holds a Bachelor of Arts in Broadcast Journalism from Emerson College.
Munn Wealth Management, LLC is a Maumee, OH firm with $242M under management, 745 clients and 5 advisers in one office, as of its May 2026 filing.
Dan Acheson is Vice President, Client Advisor and Tax Preparer of Munn Wealth Management. He joined the firm, and the financial services profession, in 2018, following a career in sports broadcasting as a play-by-play announcer for minor league baseball and college basketball teams.
- Munn Wealth Management, LLCCurrent– present · 7 yearsMaumee, OH · Adviser representative · Firm CRD 174414
Professional designations
Listed by Munn Wealth Management
- CFP®
- EA
Investment adviser representative registrations
Daniel Acheson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2019; the most recent is Texas, in April 2024.
- OhioSince 11 January 2019
- TexasResidentSince 11 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel James Acheson
- CRD
- 7039238
- Firm
- Munn Wealth Management · CRD 174414
- Role
- Vice President
- Office
- 1700 WOODLANDS DRIVE, SUITE 100, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- munnwealth.com
Where does Daniel Acheson work?
Daniel Acheson has been Vice President of Munn Wealth Management, LLC since October 2024, and is a control person of the firm.
Is Daniel Acheson a financial advisor?
Yes. Daniel Acheson has a current investment-adviser registration in Ohio and Texas, through Munn Wealth Management since January 2019.
How many years of experience does Daniel Acheson have?
Daniel Acheson has 7 years in the financial industry, since January 2019, across 1 adviser firm.
What exams has Daniel Acheson passed?
Daniel Acheson passed the Series 65 in January 2019.
Where is Daniel Acheson based?
Daniel Acheson’s registered office is in Maumee, OH.
Is Daniel Acheson registered with FINRA?
No. Daniel Acheson has no current broker registration.
Is Daniel Acheson a CFP?
Munn Wealth Management lists Daniel Acheson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Daniel Acheson’s record?
Search CRD 7039238 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Acheson’s full registration record.
