Darren Munn has been Owner of Munn Wealth Management since March 2015, is a control person of the firm and directly owns between 50% and 75% of it. Darren Munn studied at the University of Toledo College of Business Administration.
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.
Darren Munn is Chief Executive Officer and Chief Investment Officer of Munn Wealth Management and its sister company Camelot Portfolios. He founded what would become Munn Wealth Management when he started his practice in 1998, and created Camelot Portfolios in 2008.
Darren Munn’s longest registration is the current one, 16 years at Camelot Portfolios, LLC since 2010. Before joining Munn Wealth Management in 2017, Darren Munn was registered through Camelot Portfolios, LLC and Next Financial Group, Inc.
- Munn Wealth Management, LLCCurrent– present · 9 yearsMaumee, OH · Adviser representative · Firm CRD 174414
- Atlantis Wealth Advisors LLC– · 6 yearsMaumee, OH · Adviser representative · Firm CRD 169956
- Camelot Portfolios, LLCAlso current– present · 16 yearsMaumee, OH · Adviser representative · Firm CRD 145918
- Camelot Portfolios, LLC– · 1 yearMaumee, OH · Adviser representative · Firm CRD 145918
- Next Financial Group, Inc.– · 11 yearsMaumee, OH · Adviser representative · Firm CRD 46214
Professional designations
Listed by Munn Wealth Management
- CFA
Investment adviser representative registrations
Darren Munn is registered as an investment adviser representative in Ohio, since August 2010.
- OhioSince 26 August 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 21 March 2003 |
| Series 4 | Registered Options Principal Examination | 2 July 2002 |
| Series 24 | General Securities Principal Examination | 25 February 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 September 1998 |
| Series 7 | General Securities Representative Examination | 2 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Darren Thaddaeus Munn
- CRD
- 3100611
- Firm
- Munn Wealth Management · CRD 174414
- Role
- Owner
- Office
- 1700 WOODLANDS DRIVE, SUITE 100, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- munnwealth.com
Where does Darren Munn work?
Darren Munn has been Owner of Munn Wealth Management, LLC since March 2015, and is a control person of the firm.
Is Darren Munn a financial advisor?
Yes. Darren Munn has a current investment-adviser registration in Ohio, through Munn Wealth Management since September 2017.
How many years of experience does Darren Munn have?
Darren Munn has 23 years in the financial industry, since June 2003, across 4 adviser firms.
What exams has Darren Munn passed?
Darren Munn has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 4 and Series 51. The earliest, the Series 7, was passed in September 1998. FINRA credited Darren Munn with the SIE, which began in October 2018.
Where did Darren Munn work before Munn Wealth Management?
Before Munn Wealth Management, Darren Munn was registered through Camelot Portfolios, LLC, March 2008 to January 2010; Next Financial Group, Inc., June 2003 to April 2015.
Where is Darren Munn based?
Darren Munn’s registered office is in Maumee, OH.
Is Darren Munn registered with FINRA?
No. Darren Munn has no current broker registration.
Is Darren Munn a CFA charterholder?
Munn Wealth Management lists Darren Munn with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Darren Munn’s record?
Search CRD 3100611 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darren Munn’s full registration record.
