Daniel Garvin has been an investment adviser representative at Munn Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners. Daniel Garvin studied at the University of Toledo.
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 Garvin is Client Advisor of Munn Wealth Management and is an Investment Advisor Representative of the firm. Shortly after college he joined the Metropolitan Life Insurance Company, marketing life, accident and health insurance, and later became an independent advisor.
Daniel Garvin’s longest registration was 8 years at Triumph Wealth Advisors, Inc. (2016–2024). Before joining Munn Wealth Management in 2026, Daniel Garvin was registered through Impact Partnership Wealth, LLC and Triumph Wealth Advisors, Inc.
- Munn Wealth Management, LLCCurrent– present · under a yearMaumee, OH · Adviser representative · Firm CRD 174414
- Impact Partnership Wealth, LLC– · 2 yearsWauseon, OH · Adviser representative · Firm CRD 313928
- Triumph Wealth Advisors, Inc.– · 8 yearsWauseon, OH · Adviser representative · Firm CRD 153175
- Brokers Financial– · 3 yearsWoodstock, GA · Adviser representative · Firm CRD 139627
- First Allied Advisory Services, Inc.– · under a yearBaton Rouge, LA · Adviser representative · Firm CRD 137888
- First Allied Securities, Inc.– · 1 yearBaton Rouge, LA · Adviser representative · Firm CRD 32444
- Next Financial Group, Inc.– · 7 yearsMaumee, OH · Adviser representative · Firm CRD 46214
Investment adviser representative registrations
Daniel Garvin is registered as an investment adviser representative in 2 states. The first approvals date from July 2026; the most recent is Georgia, in September 2026.
- GeorgiaSince 2 September 2026
- OhioSince 16 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 January 2001 |
| Series 24 | General Securities Principal Examination | 18 February 2000 |
| Series 7 | General Securities Representative Examination | 18 August 1998 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 25 March 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 April 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 April 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Richard Garvin
- CRD
- 1481768
- Firm
- Munn Wealth Management · CRD 174414
- Office
- 1700 WOODLANDS DRIVE, SUITE 100, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- April 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- munnwealth.com
Where does Daniel Garvin work?
Daniel Garvin is an investment adviser representative registered through Munn Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Garvin a financial advisor?
Yes. Daniel Garvin has a current investment-adviser registration in Georgia and Ohio, through Munn Wealth Management since July 2026.
How many years of experience does Daniel Garvin have?
Daniel Garvin has 40 years in the financial industry, since April 1986, across 7 adviser firms.
What exams has Daniel Garvin passed?
Daniel Garvin has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in April 1986. FINRA credited Daniel Garvin with the SIE, which began in October 2018.
Where did Daniel Garvin work before Munn Wealth Management?
Before Munn Wealth Management, Daniel Garvin was registered through Triumph Wealth Advisors, Inc., June 2016 to October 2024; Brokers Financial, March 2013 to May 2016; First Allied Advisory Services, Inc., July 2012 to April 2013; First Allied Securities, Inc., March 2011 to August 2012; Next Financial Group, Inc., June 2003 to March 2011.
Where is Daniel Garvin based?
Daniel Garvin’s registered office is in Maumee, OH.
Is Daniel Garvin registered with FINRA?
No. Daniel Garvin has no current broker registration.
How can I verify Daniel Garvin’s record?
Search CRD 1481768 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Garvin’s full registration record.
