Laura
Walker
Munn Wealth Management, LLC
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About this Advisor
Laura Walker is a financial advisor working in Maumee, Ohio with a total of 6 years of industry experience. Walker is currently employed by Munn Wealth Management, LLC. During their career, the advisor has held roles at Camelot Portfolios, Next Financial Group, Inc, Laura L. Noble, Attorney At Law, Munn Wealth Management, LLC and Spengler Nathanson, Pll. Walker has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Ohio. Munn Wealth Management, LLC is an advisory company that has its headquarters in Maumee, OH. It manages $164 million in assets across its 1,875 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 1,875 client accounts, just 5% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on which service is provided. Fees charged by Munn Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Munn Wealth Management, LLC Brokerage Details
$164,136,221
7
1,875
$87,539
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Laura Walker Work History
Laura has been registered as a financial advisor for 6 years.*
Spengler Nathanson, Pll
Munn Wealth Management, LLC
Next Financial Group, Inc
Camelot Portfolios
Laura L. Noble, Attorney At Law
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laura Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Munn Wealth Management, LLC
Maumee, OH
Maumee, OH
Maumee, OH
Maumee, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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