Michael J Dunham
Investment adviser representative at Hda Wealth Management, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$159.1MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Hda Wealth Management, LLCSep 2021 to now
- Stonex Advisors IncJan 2015 to now
- Stone XJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 4 states (FL, OH, PA, TX).
Hda Wealth Management, LLC
$159.1MAssets managed
543Clients
2Advisers
2 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
- 3157264
- Firm CRD
- 317346