Daniel James Acheson
Investment adviser representative at Munn Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$242.3MFirm assets
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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
10 years in the industry.
- Munn Tax Services, LLCJan 2022 to now
- Munn Wealth Management, LLCJul 2018 to now
- Bank of New HampshireOct 2017 to Jun 2018
- Colorado Springs Sky Sox Baseball ClubJan 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 7039238
- Firm CRD
- 174414