David Eldon Munn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 08/2017
  Camelot Portfolios, Llc
  Maumee, OH
• 09/2014 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2017 → 02/2023
  Coastal Equities, Inc.
  Wilmington, DE
• 09/2012 → Present
  Munn Wealth Management
  Maumee, OH

Previous Registrations

• 2012-10-24 → 2017-08-02
  Camelot Portfolios, Llc
  Maumee, OH
• 2010-05-17 → 2012-09-18
  Next Financial Group, Inc.
  Maumee, OH

Other Businesses

1) MUNN WEALTH MANAGEMENT. INVESTMENT RELATED, RIA. IAR, FINANCIAL PLANNER/MANAGING MEMBER. START DATE 08/2017. 160 HRS/MONTH, 160HRS/MONTH DURING TRADING. MEET WITH CLIENTS, PUT TOGETHER FINANCIAL PLANS, AND OPEN UP NEW INVESTMENT ACCOUNTS. 2) HOLY TOLEDO RENTALS, LLC; SOLE PROPRIETORSHIP; RENTAL PROPERTY; OWNER; 8 HOURS A MONTH, SOMETIMES DURING TRADING HOURS. 100% OWNERSHIP; INDEFINITE 3) WHISPERING WINDS MOBILE HOME PARK; WWW.WHISPERINGWINDSMOBILEHOMES.COM; CO-OWNER/GENERAL PARTNER; 2 HOURS PER WEEK DURING NON-BUSINESS HOURS. 4) UA RTE 20, LLC (URBAN AIR TRAMPOLINE PARK FRANCHISE); WWW.URBANAIRTRAMPOLINEPARK.COM; LIMITED MEMBER/SHAREHOLDER; $50,000 INVESTMENT WITH COMPENSATION OF PROFITS OF THE COMPANY; 0 HOURS PER WEEK 5) LITTLE GENERATION DAY CARE ELEANOR, LLC; COMMERCIAL REAL ESTATE; MEMBER OF LLC; INVESTMENT WITH COMPENSATION OF PROFITS FROM THE LLC; 0 HOURS PER WEEK 6) DAY CARE SOLUTIONS, LLC DBA LOVE N LEARN EDUCATIONAL CHILD CARE; LNLCHILD.COM; 50% OWNER/MEMBER OF LLC; COMPENSATION IN FORM OF PROFITS; 0 HOURS PER WEEK 7) FOREST MOBILE HOME PARK 4549-4551 COUNTRY ROAD E DELTA, OH 43515; OWNER OF MOBILE HOME PARK; COMPENSATION IN THE FORM OF PROFITS; FINANCIAL INVESTMENT $150,000; 2 HOURS PER WEEK DURING NON-TRADING HOURS 8) LIVONIA UA, LLC 5431 MAIN ST SYVANIA, OH 43560; URBAN AIR TRAMPOLINE PARK FRANCHISE; URBANAIRTRAMPOLINEPARK.COM; LIMITED MEMBER/SHAREHOLDER; COMPENSATION INTHE FORM OF PROFITS; FINANCIAL INVESTMENT $50,000 9) LITTLE MISS AND MISTER DAYCARE; 5776 HARVEST LANE TOLEDO, OH 43623; LITTLEMISSANDMISTER.NET; OWNER; COMPENSATION IN THE FORM OF PROFITS; 2-4 HOURS PER WEEK DURING NON-TRADING HOURS. 10) WESTGATE CHAPEL CHURCH, 2500 WILFORD DRIVE, TOLEDO, OH 43615; WESTGATECHAPEL.ORG; TREASURER; CHAIR FINANCE COMMITTEE; ANNUAL BUDGET PREPARATION; INVESTMENT, INSURANCE AND CONTRACT SUPERVISION; NO COMPENSATION; 2 HOURS PER MONTH DURING TRADING HOURS; 10 HOURS PER MONTH DURING NON-TRADING HOURS; 11) LITTLE GENERATION DAY CARE; 700 ELEANOR, TOLEDO, OH 43612; LITTLEGENERATION.COM; OWNER; COMPENSATION IN THE FORM OF PROFITS; 2-4 HOURS PER WEEK DURING NON-TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-04

Designations

• Certified Financial Planner

Other Names

• David Eldon Munn
• David E Munn