The Retirement Guys Formula
46yrs
Top advisor by experience at The Retirement Guys Formula
17yrs
Based in Maumee, Ohio, David Munn is a financial advisor with 17 years of industry experience. David joined Munn Wealth Management in 2017, after five years at Camelot Portfolios and two years at Next Financial Group. David holds the CFP® designation.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors in Maumee
Office1700 Woodlands Drive Suite 100, Maumee, OH 43537
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$315,012
Advisors at the firm6
States licensed ?2 states
Services through Munn Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2017 – nowMunn Wealth Management, LLCCurrent firm
- 2012 – 2017Camelot Portfolios, LLCPreviously
- 2010 – 2012Next Financial Group, Inc.Previously
Contact David
(419) 794-0536Munn Wealth Management main office 1700 Woodlands Drive Suite 100Maumee, OH 43537Office · Get directions Firm websiteHTTP://WWW.MUNNWEALTH.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Munn Wealth Management at (419) 794-0536 and ask for David Munn. David works from the Maumee, OH office.
How long has David been a financial advisor?
David has been in the industry since 2009, about 17 years. More experience than 55% of advisors in Maumee.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Munn Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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