DM
David Munn
from Munn Wealth Management, LLC
David Munn is a financial advisor based in Ohio, Maumee,
with 15 years of experience. David currently works for
Munn Wealth Management, LLC.
David maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Munn works at Munn Wealth Management, LLC
Munn Wealth Management, LLC is a financial advisory firm based in Maumee, Ohio. It currently has approximately $164,123,418 of assets under management and employs about 7 people. Munn Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1700 Woodlands Drive, Suite 100, Maumee, Ohio, 43537
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