Michael Nolan Wood

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

• 05/1991 → 09/2017
  Wood And Associates
  Traverse City, MI
• 09/2017 → 01/2020
  Coastal Equities, Inc.
  Wilmington, DE
• 09/2017 → 07/2019
  Camelot Advisors, Llc D/B/A Comprehensive Investor Services
  Maumee, OH
• 10/2000 → 09/2017
  Next Financial
  Rochester, MI
• 07/2019 → Present
  Munn Wealth Management
  Maumee, OH

Previous Registrations

• 2017-09-02 → 2019-07-01
  Atlantis Wealth Advisors Llc
  Traverse City, MI
  Maumee, OH
• 2010-07-06 → 2017-09-05
  Next Financial Group, Inc.
  Traverse City, MI
  Rochester Hills, MI

Other Businesses

1) MUNN WEALTH MANAGEMENT LLC. INVESTMENT RELATED, REGISTERED INVESTMENT ADVISOR, START DATE 7/12/19; 40+ HRS/WEEK DURING TRADING HOURS 2) FIXED INSURANCE BUSINESS. COMPENSATION IN THE FORM OF COMMISSIONS. FIXED PRODUCTS ARE SOLD AS NEEDED BUT ARE NOT A NORMAL BUSINESS ACTIVITY. 1-2 HOURS PER WEEK, DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-03