DM
CFA
DM
CFA

Darren Thaddaeus Munn

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
796 clients
Average Client Portfolio
$263K average
Assets Under Management
$209.6M

Fee Structure

Financial Planning:Investment management only
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Location

1700 Woodlands Dr, Suite 100, Maumee, OH, 43537

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Darren is involved in several business activities, including commercial real estate rental, financial planning/consulting through Camelot Portfolios LLC and Munn Wealth Management, and property management. He also serves on the boards of Toledo Christian Schools Foundation, Effective Give, and One Voice Foundation, and sells life insurance.

Employment History
Current Registrations
Munn Wealth Management, LLC
September 2017 - Present · 8 yrs 5 mos
Camelot Portfolios, LLC
August 2010 - Present · 15 yrs 6 mos
Previous Registrations
Atlantis Wealth Advisors LLC
September 2017 - December 2023 · 6 yrs 3 mos
Camelot Portfolios, LLC
March 2008 - January 2010 · 1 yr 10 mos
Next Financial Group, INC.
June 2003 - April 2015 · 11 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.