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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Duncan is a financial advisor with over 29 years of experience in the industry. Donald is registered with Creative Planning and has a broad range of experience serving a variety of clients, including individuals, families, businesses, and institutions. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 63, Series 65, and Series 99TO licenses. Donald also has experience with a number of other firms, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Robert W. Baird & Co. Incorporated, U.S. Bancorp Investments, Inc., and Edward D. Jones & Co., L.P. Donald is dedicated to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
KS
10/07/2024 - Present
Creative Planning (Lawrence KS)
KS
06/01/2009 - 09/06/2013
MORGAN STANLEY (LAWRENCE KS)
KS
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCE KS)
KS
04/22/2005 - 04/02/2007
MORGAN STANLEY DW INC. (LAWRENCE KS)
WI
08/17/1999 - 04/26/2005
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
05/09/1995 - 09/09/1999
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
08/12/1994 - 05/10/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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