Donnie Duntley
Senior Financial Advisor with Creating & Managing Wealth, LLC
- Role
- Financial Advisor at Creating And Managing Wealth, Llc
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Donnie Duntley
If you have questions or concerns with your IRA, 403b, retirement planning, investment…
Experience
Financial Advisor
Creating And Managing Wealth, Llc
Jan 2012 — Present · Tulsa, OK, US
Education
Oral Roberts University
Bachelor of Science
1997 — 2001
Skills
- Series 7
- Retirement Planning
- Financial Planning
- Portfolio Management
- Estate Planning
- Fixed Annuities
- Investments
- Strategic Financial Planning
- Iras
- Insurance
- Uniform Combined State Law
- Mutual Funds
- Investment Advisory
- Alternative Investments
- Variable Annuities
- Securities
- Finance
- Financial Services
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