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Daniel B. Cunningham Clu®, Chfc®, Lutcf® Email & Phone Number

Financial Planner at Cornerstone Financial Network
Location: Oklahoma City, Oklahoma, United States 6 work roles 1 school
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Role
Financial Planner
Location
Oklahoma City, Oklahoma, United States

Who is Daniel B. Cunningham Clu®, Chfc®, Lutcf®? Overview

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Quick answer

Daniel B. Cunningham Clu®, Chfc®, Lutcf® is listed as Financial Planner at Cornerstone Financial Network, based in Oklahoma City, Oklahoma, United States. AeroLeads shows a matched LinkedIn profile for Daniel B. Cunningham Clu®, Chfc®, Lutcf®.

Daniel B. Cunningham Clu®, Chfc®, Lutcf® previously worked as Managing Partner at Cornerstone Financial Network and Investment Adviser Representative, Registered Representative at Massmutual. Daniel B. Cunningham Clu®, Chfc®, Lutcf® holds Bachelor Of Science (B.S.), Business Administration from Missouri Southern State University.

Company email context

Email format at Cornerstone Financial Network

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Cornerstone Financial Network

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Profile bio

About Daniel B. Cunningham Clu®, Chfc®, Lutcf®

With four decades of experience serving families, individuals and businesses, it is my passion to help others create their best possible futures. I enjoy solving problems and connecting with people - please don't hesitate to reach out anytime with questions! We offer total financial needs analysis through a network of experienced professionals with expertise in: premium finance tax strategies; insurance (life, commercial, long-term care, health, home and auto); annuities; estate planning; retirement planning; business continuation strategies; disability income; employee benefits/retention services and more.I serve clients across many U.S. states, including Oklahoma, Texas, Arkansas (License No. 903858), Missouri, Kansas, Colorado, Pennsylvania, Maryland and Idaho.I hold a Series 66 registration and am a Registered Investment Advisor (RIA) with Cornerstone Registered Investment Advisors, LLC. Additionally, I hold several industry designations including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Life Underwriter Training Council Fellow (LUTCF), administered by the American College in Bryn Mawr, Pennsylvania.

Listed skills include Auto And Commercial Insurance, Pension Transfers/Rollovers, Estate Conservation Strategies, Retirement Funding Strategies, and 21 others.

Current workplace

Daniel B. Cunningham Clu®, Chfc®, Lutcf®'s current company

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Cornerstone Financial Network
Cornerstone Financial Network
Financial Planner
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6 roles

Daniel B. Cunningham Clu®, Chfc®, Lutcf® work experience

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Investment Adviser Representative, Registered Representative

Springfield, Massachusetts, Us

Jul 2016 - Feb 2020

Registered Representative

New York, Ny, Us

Feb 2007 - Jul 2016

Agency Head

New York , Ny, Us

Jan 2003 - Aug 2005

Managing Partner

New York, New York, Us

I was responsible for leadership, development and recruitment for the firm.

Apr 1982 - Jan 2003
1 education record

Daniel B. Cunningham Clu®, Chfc®, Lutcf® education

  • Missouri Southern State University
    Missouri Southern State University
    Business Administration
FAQ

Frequently asked questions about Daniel B. Cunningham Clu®, Chfc®, Lutcf®

Quick answers generated from the profile data available on this page.

What company does Daniel B. Cunningham Clu®, Chfc®, Lutcf® work for?

Daniel B. Cunningham Clu®, Chfc®, Lutcf® works for Cornerstone Financial Network.

What is Daniel B. Cunningham Clu®, Chfc®, Lutcf®'s role at Cornerstone Financial Network?

Daniel B. Cunningham Clu®, Chfc®, Lutcf® is listed as Financial Planner at Cornerstone Financial Network.

Where is Daniel B. Cunningham Clu®, Chfc®, Lutcf® based?

Daniel B. Cunningham Clu®, Chfc®, Lutcf® is based in Oklahoma City, Oklahoma, United States while working with Cornerstone Financial Network.

What companies has Daniel B. Cunningham Clu®, Chfc®, Lutcf® worked for?

Daniel B. Cunningham Clu®, Chfc®, Lutcf® has worked for Cornerstone Financial Network, Massmutual, Metlife, Massmutual Financial Group, and Guardian Life.

How can I contact Daniel B. Cunningham Clu®, Chfc®, Lutcf®?

You can use AeroLeads to view verified contact signals for Daniel B. Cunningham Clu®, Chfc®, Lutcf® at Cornerstone Financial Network, including work email, phone, and LinkedIn data when available.

What schools did Daniel B. Cunningham Clu®, Chfc®, Lutcf® attend?

Daniel B. Cunningham Clu®, Chfc®, Lutcf® holds Bachelor Of Science (B.S.), Business Administration from Missouri Southern State University.

What skills is Daniel B. Cunningham Clu®, Chfc®, Lutcf® known for?

Daniel B. Cunningham Clu®, Chfc®, Lutcf® is listed with skills including Auto And Commercial Insurance, Pension Transfers/Rollovers, Estate Conservation Strategies, Retirement Funding Strategies, Tax Shelter Annuities, Business Succession Strategies, Pension Payout Alternatives, and Home.

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