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Michael James Dunham

HDA WEALTH MANAGEMENT, LLC·POLAND, Ohio
SIE, Series 7, Series 24, Series 66CFPClean record26 years registeredHDA WEALTH MANAGEMENT, LLC
3298 STONES THROW AVE, POLAND, OH 44514CRD# 3157264Firm CRD# 317346

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael James Dunham · POLAND, OH
Registration
CRD #3157264 · HDA WEALTH MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

HDA WEALTH MANAGEMENT, LLC
May 2024 – present
STONEX ADVISORS INC.
Jan 2015 – present
HDA WEALTH MANAGEMENT, LLC
Jan 2022 – Feb 2022
POLAND, OH
STERNE AGEE INVESTMENT ADVISOR SERVICES, INC.
Jul 2000 – Jan 2015
YOUNGSTOWN, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · July 7, 2000
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HDA WEALTH MANAGEMENT, LLC
CRD 317346 · SEC 801-130528
AUM
$102M
Regulatory assets under management
Employees
2
573 client accounts
Services offered by HDA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HDA WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael James Dunham offer?
Michael James Dunham specializes in Financial Planning, Investment Management. Contact their office in POLAND, Ohio for a consultation.
What are Michael James Dunham's credentials?
Michael James Dunham holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael James Dunham located?
Michael James Dunham is based in POLAND, Ohio, working with HDA WEALTH MANAGEMENT, LLC. Their office serves clients in the POLAND metropolitan area and surrounding communities.
How does Michael James Dunham charge for services?
Michael James Dunham's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HDA WEALTH MANAGEMENT, LLC?
HDA WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HDA WEALTH MANAGEMENT, LLC

Mark Thomas Kollar
POLAND, OH

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