Mike Dunham
Amministratore Delegato presso Capstone Financial Group, Inc. (Oklahoma)
Profilo
Mr. Michael P.
Dunham is a President & Financial Planner at Capstone Financial Group, Inc. (Oklahoma).
He founded the firm in 1983.
Mr. Dunham was previously employed as a Principal by Access Financial Resources, Inc. and a Principal by Investacorp, Inc.
He holds a Master of Business Administration with emphasis in Finance (MBA) from Oklahoma City University and a Bachelor of Science Degree in Psychology from Oklahoma State University.
His professional designations include: Certified Pension Consultant (CPC), Certified Financial Planner™ (CFP®), Qualified Pension Administrator (QPA), Qualified Plan Financial Consultant (QPFC) and Chartered Retirement Planning Counselor (CRPC).
Posizioni attive di Mike Dunham
| Società | Posizione | Inizio |
|---|---|---|
Capstone Financial Group, Inc. (Oklahoma)
 Capstone Financial Group, Inc. (Oklahoma) Investment ManagersFinance Capstone Financial Group, Inc. is a financial services company based in Oklahoma City, OK. Capstone Financial Group seeks to build long-term, trusted relationships with their clients while partnering to pursue their goals. The private company is purpose-built around helping clients pursue their milestones, making them a priority rather than just another plan or portfolio. The company was founded in 1983 by Michael Phillip Dunham, who has been the CEO since then. | Amministratore Delegato | 01/01/1983 |
Precedenti posizioni note di Mike Dunham
| Società | Posizione | Fine |
|---|---|---|
Access Financial Resources, Inc.
 Access Financial Resources, Inc. Investment ManagersFinance Access Financial Resources, Inc. provides investment advice. Its services include personal and business financial planning, portfolio design and management, and 4019(k) implementation and Education. The company was founded by troy Jones and is headquartered in Oklahoma City, OK. | Corporate Officer/Principal | 01/04/2019 |
Investacorp, Inc.
 Investacorp, Inc. Investment ManagersFinance Investacorp, Inc. provides financial advisory services. It provides investment solutions and wealth management advice to individuals, families, business owners and institutions. The company was founded in 1978 and is headquartered in Miami, FL. | Corporate Officer/Principal | 12/11/1996 |
Formazione di Mike Dunham
| Oklahoma City University | Masters Business Admin |
| Oklahoma State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Investacorp, Inc.
Investacorp, Inc. Investment ManagersFinance Investacorp, Inc. provides financial advisory services. It provides investment solutions and wealth management advice to individuals, families, business owners and institutions. The company was founded in 1978 and is headquartered in Miami, FL. | Finance |
Access Financial Resources, Inc.
Access Financial Resources, Inc. Investment ManagersFinance Access Financial Resources, Inc. provides investment advice. Its services include personal and business financial planning, portfolio design and management, and 4019(k) implementation and Education. The company was founded by troy Jones and is headquartered in Oklahoma City, OK. | Finance |
Capstone Financial Group, Inc. (Oklahoma)
Capstone Financial Group, Inc. (Oklahoma) Investment ManagersFinance Capstone Financial Group, Inc. is a financial services company based in Oklahoma City, OK. Capstone Financial Group seeks to build long-term, trusted relationships with their clients while partnering to pursue their goals. The private company is purpose-built around helping clients pursue their milestones, making them a priority rather than just another plan or portfolio. The company was founded in 1983 by Michael Phillip Dunham, who has been the CEO since then. | Finance |
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