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Dale M
CFP®, Series 63
St. Augustine, FL
Capital Analysts
Dale Mingledorff is a CFP® with 20 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment. His prior experience includes roles at Horace Mann Companies and Horace Mann Investors, INC. He also serves as a Lieutenant Colonel and instructor at the U.S. Army Reserve Command and General Staff College. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor and third-party solutions.
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