Thomas Wesley Duncan

Employer firm

Vision Capital Partners CRD 175147

$147M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• FAMILY OFFICE SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → 08/2024
  Triad Advisors, Llc
  Norcross, GA
• 06/2015 → Present
  Vision Capital Partners
  Ann Arbor, MI
• 08/2024 → Present
  Osaic Wealth, Inc.
  Ann Arbor, MI

Previous Registrations

• 2007-02-07 → 2015-07-20
  Henrickson Nauta Wealth Advisors, Inc.
  Belmont, MI
  Northville, MI

Other Businesses

1-VISION CAPITAL PARTNERS; INVESTMENT RELATED; 2711 OLD EARHART RD, SUITE 155, ANN ARBOR, MI 48105; RIA; IAR; 2006; 20 HRS/MONTH; 20 HRS/DAY; COMPENSATION-FEE BASED ON AUM; FINANCIAL ADVICE, FEE BASED INVESTMENT MANAGEMENT 2-INSURANCE LICENSED WITH MULTIPLE CARRIERS; NON-INVESTMENT RELATED; 7609 W. JEFFERSON BLVD. FORT WAYNE, IN 46804; INSURANCE AGENCY/BROKERAGE; AGENT; 2006; 5 HR/MONTH; 5 HR/DAY; COMPENSATION-COMMISSIONS ON LIFE INSURANCE; SELL LIFE INSURANCE POLICIES. 3. VCP DETROIT; NOT INVESTMENT RELATED; 28175 HAGGERTY ROAD,Novi, MI 48377; S-CORP; PRESIDENT; 2006; 10HR/MO; 1HR/DAY; FEES AND COMMISSIONS PAID DIRECTLY TO TOM DUNCAN FLOW THROUGH THIS S-CORP COMPENSATION IS FEES/COMMS LESS BUSINESS EXPENSES; MANAGE BUSINESS/PRACTICE

Exams

• S66 Uniform Combined State Law Examination
  2006-12-12
• S63 Uniform Securities Agent State Law Examination
  2001-03-16

Other Names

• Tom Duncan