Darren Munn, CFA®

Maumee, Ohio, 43537
advisor

Member Since 2006

Munn Wealth Management & Camelot Portfolios, LLC (Investment Manager) exist to truly serve our clients. This results from: creating a plan to achieve your goals for reasons important to you, creating an investment portfolio to meet your needs, and aligning our interests with yours. We believe investors deserve quality investment advice from a qualified professional, which are very rare in the industry. We believe commissions create a conflict of interest and are a disservice to clients. We believe there is a limit to the number of clients an advisor can adequately serve and limit our advisors accordingly. \"Whoever wants to be become great among you must be your servant\" -Matthew 2
Contact Darren
 
 

My Location

Driving Directions | View Larger Map

 Background Information

  • Years of Financial Experience

    • 13

  • Education

    • University of Toledo (BS Finance (major), Business Law (minor))

  • Certifications and Designations

    • CFA®
    • CFP®
    • JD

  • Association Memberships

    • CFA Institute of Toledo

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee
    • Investment Services: Asset-based fee, Fixed fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Charles Schwab
    • FolioFN
    • Pershing

  • Types of Financial Reports

    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly and upon request
    • I review my clients' investment portfolios with them quarterly and upon request
 

  • Registration & Licensing

    • CRD/IARD Number: 145918
    • Securities Registrations: Series 63, Series 7, Series 24, 4, 51
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: Camelot Portfolios, LLC.
    • Broker/Dealer: Munn Wealth Management

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Arizona
    • Arkansas
    • California
    • Florida
    • Georgia
    • Illinois
    • Indiana
    • Kentucky
    • Maryland
    • Michigan
    • Minnesota
    • Missouri
    • New Jersey
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • South Carolina
    • Tennessee
    • Texas
    • Washington

  • Disclosure(s)

    • View Statement
    • View ADV

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, Legacy Planning

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
 
Contact Darren
 
Visit Website - http://www.munnwealth.com
Paladin Registry

Minimum Asset Requirement

  • $50,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Public Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance