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Laura N. Walker

Investment adviser representative at Munn Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$242.3MFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

16 years in the industry.

  1. Covrett, Graeff & Wittenberg, Ltd.Oct 2025 to now
  2. Munn Wealth Management, LLCSep 2010 to now
  3. Laura N. Walker, Attorney At LawAug 2010 to now
  4. Spengler Nathanson, PllNov 2020 to Apr 2022
  5. Camelot PortfoliosSep 2010 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (OH).

Munn Wealth Management, LLC

$242.3MAssets managed
745Clients
7Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4156749
Firm CRD
174414
Advisor's SEC record (opens in a new tab)
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