Commonwealth Capital Management

Add to Favorites

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

Be the first to review!

(405) 418-4554Call Visit WebsiteVisit Website Map & DirectionsDirections4700 Gaillardia Pkwy Ste 210Oklahoma City, OK 73142 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Oklahoma City with Investment Management

Bethany (10 miles)
Edmond (13 miles)
Piedmont (13 miles)

More Info

Extra Phones: TollFree: (866) 430-4299
Payment method: amex, cash, debit, discover, master card, visa
AKA: Commonwealth Capital Management LLC
Other Link: https://www.ccmresource.com/our-locations.html
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (405) 418-4554

Address: 4700 Gaillardia Pkwy Ste 210, Oklahoma City, OK 73142

Website: https://www.ccmresource.com/our-locations.html

People Also Viewed

View similar Investment Management

Suggest an Edit

Commonwealth Capital Management

Tax Planning
Roth IRA

Investment Management
David enjoys working with clients to help them identify and prioritize their personal or business financial goals, which is one of the first steps toward developing an effective retirement plan. He also provides analysis, evaluation and solution strategies for clients helping them to pursue financial goals include risk management (insurances), retirement and investment planning, and tax and estate planning.
Mutual Funds
James H.B. Wilson holds the Series 24 General Securities Principal registration and is the Branch Manager for the Denver office. Jim has been in the financial services field since 1976, bringing more than 33 years experience to his clients. Prior to being the Managing Director and Principal for Pentad Securities, Inc., he worked with Paine Webber and Hanifen Imhoff. During that time while caring for the needs of his clients, Jim was the regional insurance coordinator and special product manager, supervising marketing of mutual funds, insurance products and direct investments in the Rocky Mountain area. Jim is a registered representative of Cetera Advisor Networks LLC.
Wealth Management
A graduate of Youngstown State University, Jacob’s degree is focused on international business finance. He has been in wealth management since 2014 and is currently pursuing additional certifications.

Financial Planning
“I grew up watching my mother who owned a retail store and my father who still operates a financial planning firm.” Scott got the desire to one day operate his own organization while in college. He soon became a co-founder of a successful E-Commerce business he operated for many years before selling it.
Retirement Planning
Marshall joined Commonwealth Capital Management in January of 2020 and he specializes in retirement planning for individuals and businesses including 401K plans and rollovers.
Annuities
Long Term Care
Dennis approaches his clients in a way that is very important in which, they are never alone in all the stages of their life. As a Certified Long-Term Care (CLTC) specialist, he is registered as a financial advisor. Dennis enjoys the challenge of designing programs in all stages of one's life to fulfill their needs and desires. Registered in securities, insurance with a Medicare and Social Security experience, gives him the ability to advise in a broad range of needs.
Asset Protection
Jacob emphasizes financial planning and asset protection for his clients, which played a significant role in Jacob’s life as he watched his grandmother battle Alzheimer’s disease at a young age.

View All Services

Provided by