Frank Echelmeyer has been Chief Compliance Officer of Munn Wealth Management since August 2022, is a control person of the firm and directly owns under 5% of it.
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.
Frank Echelmeyer’s longest registration is the current one, 11 years at Camelot Portfolios, LLC since 2015.
- Atlantis Wealth Advisors LLC– · 6 yearsMaumee, OH · Adviser representative · Firm CRD 169956
- Camelot Portfolios, LLCAlso current– present · 11 yearsMaumee, OH · Adviser representative · Firm CRD 145918
- United Advisors– · 3 yearsToledo, OH · Adviser representative · Firm CRD 133668
- Northwestern Mutual Investment Services,llc– · under a yearToledo, OH · Adviser representative · Firm CRD 2881
- Ameriprise Financial Services, Inc.– · 3 yearsToledo, OH · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Frank Echelmeyer is registered as an investment adviser representative in Ohio, since July 2015.
- OhioSince 14 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 September 2010 |
| Series 24 | General Securities Principal Examination | 30 June 2010 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2010 |
| Series 7 | General Securities Representative Examination | 3 October 2008 |
| Series 66 | Uniform Combined State Law Examination | 11 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Frank P Echelmeyer
- CRD
- 4444168
- Firm
- Munn Wealth Management · CRD 174414
- Role
- Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Frank Echelmeyer work?
Frank Echelmeyer has been Chief Compliance Officer of Munn Wealth Management, LLC since August 2022, and is a control person of the firm.
Is Frank Echelmeyer a financial advisor?
Yes. Frank Echelmeyer has a current investment-adviser registration in Ohio.
How many years of experience does Frank Echelmeyer have?
Frank Echelmeyer has 21 years in the financial industry, since August 2005, across 5 adviser firms.
What exams has Frank Echelmeyer passed?
Frank Echelmeyer has passed 5 licensing exams: the Series 66, Series 7, Series 65, Series 24 and Series 63. The earliest, the Series 66, was passed in October 2001. FINRA credited Frank Echelmeyer with the SIE, which began in October 2018.
Where was Frank Echelmeyer previously registered as an investment adviser?
Frank Echelmeyer has past investment-adviser registrations through Atlantis Wealth Advisors LLC, September 2017 to December 2023; United Advisors, October 2012 to April 2016; Northwestern Mutual Investment Services,llc, April 2009 to June 2009; Ameriprise Financial Services, Inc., October 2001 to October 2005, across 5 firms.
Is Frank Echelmeyer registered with FINRA?
No. Frank Echelmeyer has no current broker registration.
How can I verify Frank Echelmeyer’s record?
Search CRD 4444168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Frank Echelmeyer’s full registration record.
