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Michael Nolan Wood

Munn Wealth Management, LLC

Maumee, OH

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Current Employers
Munn Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-07-10
  • OH RA
    APPROVED
    Since 2019-07-10

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
Wood And Associates Traverse City MI 05/1991 09/2017
Coastal Equities, Inc. Wilmington DE 09/2017 01/2020
Camelot Advisors, Llc D/B/A Comprehensive Investor Services Maumee OH 09/2017 07/2019
Next Financial Rochester MI 10/2000 09/2017
Munn Wealth Management Maumee OH 07/2019 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-03
  • S66 Uniform Combined State Law Examination
    2008-09-03

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