Don Duncan
Gründer bei Edmonds Duncan Registered Investment Advisors LLC
Profil
Mr. Donald D.
Duncan is a Founding Partner at Edmonds Duncan Registered Investment Advisors LLC.
He is a Certified Financial Planner and a Certified Retirement Plan Specialist.
He began his career as a financial advisor with Edward Jones and Co. in 1994 and has served his clients for more than 23 years.
Having built his own successful advisory practice, he became partners with Steve and Jason in 2006.
He previously served as the Assistant District Governor for Rotary International.
He has served on the board of Douglas County Hospice and VNA and is Past President of the Jayhawk Breakfast Rotary Club and the Douglas County Estate Planning Council.
He is a graduate of Kansas Wesleyan University.
Aktive Positionen von Don Duncan
| Unternehmen | Position | Beginn |
|---|---|---|
Edmonds Duncan Registered Investment Advisors LLC
 Edmonds Duncan Registered Investment Advisors LLC Investment ManagersFinance Edmonds Duncan Registered Investment Advisors LLC (Edmonds Duncan) is an independent, SEC-registered investment advisor headquartered in Lawrence, Kansas. The firm was founded by Jason Edmonds and Donald Duncan in 2013. Edmonds Duncan provides investment advisory services on a discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Gründer | 01.06.2013 |
Ehemalige bekannte Positionen von Don Duncan
| Unternehmen | Position | Ende |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Portfolio Manager-Aktien | 13.09.2005 |
Ausbildung von Don Duncan
| Kansas Wesleyan University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
Edmonds Duncan Registered Investment Advisors LLC
Edmonds Duncan Registered Investment Advisors LLC Investment ManagersFinance Edmonds Duncan Registered Investment Advisors LLC (Edmonds Duncan) is an independent, SEC-registered investment advisor headquartered in Lawrence, Kansas. The firm was founded by Jason Edmonds and Donald Duncan in 2013. Edmonds Duncan provides investment advisory services on a discretionary basis to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
