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Daniel James Acheson

Munn Wealth Management, LLC

Maumee, OH

CRD 7039238

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Employer firm

Munn Wealth Management, LLC CRD 174414

$242M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Munn Wealth Management, Llc

1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-11
OH RA APPROVED 2019-01-11
  • TX RA
    APPROVED_RES
    Since 2024-04-11
  • OH RA
    APPROVED
    Since 2019-01-11

Branch Locations

1700 Woodlands Drive Suite 100, Maumee, OH 43537 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Munn Wealth Management Maumee OH 07/2018 Present
Bank Of New Hampshire Gilford NH 10/2017 06/2018
Colorado Springs Sky Sox Baseball Club Colorado Springs CO 01/2016 09/2017
Munn Tax Services, Llc Maumee OH 01/2022 Present
  • 07/2018 → Present
    Munn Wealth Management
    Maumee, OH
  • 10/2017 → 06/2018
    Bank Of New Hampshire
    Gilford, NH
  • 01/2016 → 09/2017
    Colorado Springs Sky Sox Baseball Club
    Colorado Springs, CO
  • 01/2022 → Present
    Munn Tax Services, Llc
    Maumee, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-11
  • S65 Uniform Investment Adviser Law Examination
    2019-01-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

CAMELOT EVENT-DRIVEN ADVISORS, LLC · MAUMEE, OH
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