David Munn has been President of Munn Wealth Management since December 2016, is a control person of the firm and directly owns between 10% and 25% of it. David Munn holds a BBA in Finance from Fisher College of Business, The Ohio State University.
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.
David Munn is President and Senior Client Advisor of Munn Wealth Management. He began his financial services career in 2006 and joined Munn Wealth Management in 2009. He was honorably discharged from the United States Coast Guard Reserve in 2011.
David Munn’s longest registration is the current one, 9 years at Munn Wealth Management since 2017. Before joining Munn Wealth Management in 2017, David 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
- Camelot Portfolios, LLC– · 4 yearsMaumee, OH · Adviser representative · Firm CRD 145918
- Next Financial Group, Inc.– · 2 yearsMaumee, OH · Adviser representative · Firm CRD 46214
Professional designations
Listed by Munn Wealth Management
- CFP®
Investment adviser representative registrations
David Munn is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from August 2017; the most recent is Texas, in April 2024.
- OhioSince 2 August 2017
- TexasResidentSince 11 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 2009 |
| Series 7 | General Securities Representative Examination | 24 August 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Eldon Munn
- CRD
- 5707262
- Firm
- Munn Wealth Management · CRD 174414
- Role
- President
- Office
- 1700 WOODLANDS DRIVE, SUITE 100, Maumee, OH 43537
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- munnwealth.com
Where does David Munn work?
David Munn has been President of Munn Wealth Management, LLC since December 2016, and is a control person of the firm.
Is David Munn a financial advisor?
Yes. David Munn has a current investment-adviser registration in Ohio and Texas, through Munn Wealth Management since August 2017.
How many years of experience does David Munn have?
David Munn has 17 years in the financial industry, since September 2009, across 3 adviser firms.
What exams has David Munn passed?
David Munn has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2009. FINRA credited David Munn with the SIE, which began in October 2018.
Where did David Munn work before Munn Wealth Management?
Before Munn Wealth Management, David Munn was registered through Camelot Portfolios, LLC, October 2012 to August 2017; Next Financial Group, Inc., May 2010 to September 2012.
Where is David Munn based?
David Munn’s registered office is in Maumee, OH.
Is David Munn registered with FINRA?
No. David Munn has no current broker registration.
Is David Munn a CFP?
Munn Wealth Management lists David Munn with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify David Munn’s record?
Search CRD 5707262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Munn’s full registration record.
