Darren Thaddaeus 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

• 09/1998 → Present
  Munn Wealth Management, Llc
  Maumee, OH
• 01/2008 → Present
  Camelot Portfolios, Llc
  Maumee, OH
• 02/2014 → Present
  Atlantis Wealth Advisors
  Maumee, OH

Previous Registrations

• 2017-09-11 → 2023-12-31
  Atlantis Wealth Advisors Llc
  Maumee, OH
• 2003-06-06 → 2015-04-20
  Next Financial Group, Inc.
  Maumee, OH
• 2008-03-19 → 2010-01-06
  Camelot Portfolios, Llc
  Maumee, OH

Other Businesses

1)CMBY, LLC (CORP); COMMERCIAL REAL ESTATE RENTAL; PASSIVE OWNER; NO TIME SPENT; 70% OWNERSHIP; CONTINUOUS TERM; 2)CAMELOT PORTFOLIOS, LLC (RIA) FINANCIAL PLANNING/CONSULTING, MONEY MANAGEMENT, BUDGETS, BOOKKEEPING & VALUATIONS; ACTIVE OWNER; 50% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; COMP VARIES 3)DARREN MUNN (SOLE PROP); PROPERTY MANAGEMENT; ACTIVE OWNER; 1% TIME SPENT; 100% OWNERSHIP; CONTINUOUS TERM; 4)MUNN WEALTH MANAGEMENT; (RIA); 90% OWNERSHIP; 29% TIME SPENT; 39% COMP;INDEFINITE TERM; 5) CMBY, LLC & WOODLANDS INVESTORS; INVESTMENT RELATED; OWNER; OWNERSHIP OF OFFICE BUILDING; OVERSEE MANAGEMENT OF OFFICE BUILDING, HANDLE FINANCIAL DECISIONS, & SEEK NEW TENANTS; START DATE: 2008-01-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES. 1 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 6) TOLEDO CHRISTIAN SCHOOLS FOUNDATION; NOT INVESTMENT RELATED; BOARD MEMBER; ATTEND BOARD MEETINGS, ENGAGE POTENTIAL DONORS, OVERSEE THE FOUNDATION'S INVESTMENTS; THE TCS FOUNDATION ENGAGES DONORS TO RAISE MONEY TO PROVIDE SCHOLARSHIPS AND FUNDS FOR CAPITAL IMPROVEMENTS; START DATE: 2008-01-01; LOCATION: 2303 BROOKFORD DR TOLEDO OH 43614 UNITED STATES; 3 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 7) EFFECTIVE GIVE; BOARD MEMBER; ATTEND BOARD MEETINGS & ADVISE ON THE DIRECTION OF THE ORGANIZATION; EFFECTIVE GIVE HELPS DONORS INCREASE THEIR CHARITABLE IMPACT; START DATE: 2018-06-01; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 8) INSURANCE AGENT; INVESTMENT RELATED; PROVIDE QUOTES, COMPLETE APPLICATIONS, DELIVER POLICIES; SALE OF LIFE INSURANCE FOR CLIENTS WHO NEED IT; START DATE: 1998-01-31; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 0 HOUR/MONTH DURING TRADING HOURS; 1 HOUR/MONTH OUTSIDE OF TRADING HOURS. 9) ONE VOICE FOUNDATION; NOT INVESTMENT RELATED; CHAIRMAN; PROVIDE VISION & DIRECTION, OVERSEE STAFF, AND MANAGE FINANCES; THE ONE VOICE FOUNDATION FACILITATES GENEROSITY AND STEWARDSHIP WITHIN THE GREATER TOLEDO CHRISTIAN COMMUNITY.; START DATE: 2018-09-30; LOCATION: 1700 WOODLANDS DR MAUMEE OH 43537 UNITED STATES; 4 HOUR/MONTH DURING TRADING HOURS; 2 HOUR/MONTH OUTSIDE OF TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-18

Designations

• Chartered Financial Analyst