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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Jean Duncan is a financial advisor with Clayton Wealth Partners. She is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2005. Barbara is registered with the state of Kansas and Texas and specializes in financial planning, portfolio management, and educational seminars. Her practice focuses on individuals, high-net-worth individuals, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
01/02/2021 - Present
Clayton Wealth Partners (TOPEKA KS)
Active
Inactive
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