MW
MW

Michael Nolan Wood

24 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 Drive, 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

Michael is a registered investment advisor with Munn Wealth Management LLC, dedicating full-time hours to this role. He also engages in fixed insurance business, earning commissions and dedicating a few hours per week.

Employment History
Current Registrations
Munn Wealth Management, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Camelot Advisors, LLC
September 2017 - July 2019 · 1 yr 10 mos
Coastal Equities, INC.Broker
September 2017 - January 2020 · 2 yrs 4 mos
Next Financial Group, INC.
July 2010 - September 2017 · 7 yrs 2 mos
Next Financial Group, INC.Broker
September 2001 - September 2017 · 16 yrs
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.