LW
LW

Laura N. Walker

15 Years of Experience
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 Activities

Laura is a relationship manager at Munn Wealth Management, dedicating most of her time to this role. She also works as an attorney and owns The Mill House Bed & Breakfast, dedicating minimal time to each.

Employment History
Current Registrations
Munn Wealth Management, LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
Camelot Portfolios, LLC
December 2012 - November 2020 · 7 yrs 11 mos
Next Financial Group, INC.
January 2011 - December 2014 · 3 yrs 11 mos
Wells Fargo Advisors, LLC
November 2008 - August 2009 · 9 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.