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Donnie Duntley investment goals


Donnie@cmwfinancial.com

Creating and Managing Wealth, LLC
Tulsa Branch
6333 S. Memorial Drive, Suite B
Tulsa, OK 74133

  (918) 622-2422
  (918)-286-0995

Donnie Duntley

Financial Representative

 

Summary of Approach

I help my clients plan their financial futures with strategies designed to build and help preserve their wealth.  I assist my clients with selecting appropriate investments designed to help achieve their individual goals, such as funding their retirement or paying for their children or grandchildren to go to college.

Employing a comprehensive, yet focused, approach to your financial situation, I can provide customized investment strategies designed to help you pursue your individual needs and goals. I view this as an in-depth approach to your financial life.

Education

Bachelor of Science in Business Management from Oral Roberts University

Areas of Focus

Comprehensive Retirement & Investment Planning, 403b, IRA, College Planning, Insurance Analysis, Tax Advantaged Investing.

Awards & Recognitions
  • Lincoln Investment President’s Club
  • Allstate Elite, Allianz Gold Club Producer
  • Nationwide Circle of Excellence
  • Allianz A-List
Licensing and Professional Registrations
  • FINRA Series 7: General Securities Representative
  • FINRA Series 66: Uniform Combined State Law
  • State Insurance Licenses: OK, TX, AR, FL, MD, MO, OH, UT, WA
Personal

My wife Andrea and I have been married for 16 years and have three sons, Reagan, Kiefer and Oliver. We are actively involved with our children’s sports, academic events and our church of 14 years.

Community Involvement
  • Core Church board member
  • Eugene Field elementary school mentor
  • Tulsa Public Schools sponsor
  • Junior Achievement volunteer

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisors with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

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