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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-13 |
Branch Locations
200 Union Street, Clinton, MA 01510 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Funding Solutions Inc. Dba Macmunn Financial Management | Hudson | MA | 01/2002 | 12/2018 |
| Macmunn Financial Management | Clinton | MA | 02/2013 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 12/2017 | 04/2021 |
| Lifepro Asset Management | San Diego | CA | 04/2021 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
COLLEGE FUNDING SOLUTIONS INC. DBA MACMUNN FINANCIAL MANAGEMENT; INVESTMENT RELATED; 1 CABOT RD. SUITE 270, HUDSON, MA 01749; COLLEGE EXPENSE FINANCIAL PLANNING; OWNER; START DATE 2/2002; 40 HOURS/MONTH, 40 HOURS DURING TRADING; COLLEGE EXPENSE PLANNING, SALE OF LIFE INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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