Amy L. Duncan

Current Employers

Employment History

• 05/2005 → 12/2025
  Moloney Securities Co., Inc.
  Manchester, MO
• 02/2016 → 12/2016
  Moloney Investment Advisory Llc
  Manchester, MO
• 02/2016 → 12/2025
  Moloney Securities Asset Management Llc
  Manchester, MO
• 12/2025 → 07/2026
  Berthel, Fisher & Company Financial Services, Inc.
  Denver, CO
• 12/2025 → 07/2026
  Bfc Planning, Inc.
  Cedar Rapids, IA
• 07/2026 → Present
  Kestra Investment Services, Llc
  Denver, CO
• 07/2026 → Present
  Kestra Advisory Services, Llc
  Denver, CO

Previous Registrations

• 2025-12-05 → 2026-07-28
  Bfc Planning, Inc.
  Cedar Rapids, IA
• 2016-02-23 → 2025-12-05
  Moloney Securities Asset Management Llc
  Denver, CO
  Manchester, MO
  Denver, CO
• 2016-03-17 → 2016-12-31
  Moloney Investment Advisory Llc
  Denver, CO
  Manchester, MO
• 2012-07-19 → 2016-04-13
  Moloney Securities Co., Inc.
  Manchester, MO
  Denver, CO
  Denver, CO
  Manchester, MO
  Louisville, CO
  Denver, CO
  Manchester, MO

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: TEAM DUNCAN FINANCIAL POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2026 ADDRESS: 1551 N Ogden Street, Denver CO 80206, United States DESCRIPTION: Registered Rep Name: CANDLELIGHT CAPITAL, LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1551 N Ogden Street, Denver CO 80218, United States DESCRIPTION: None Name: FRISCO CHALET, LLC POSITION: member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1368 Gaylord St, Denver CO 80206, United States DESCRIPTION: None Name: CANDLELIGHT VENTURES, INC POSITION: Officer NATURE: S Corp formed for tax purposes INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/27/2026 ADDRESS: 1551 N Ogden Street, Denver CO 80218, United States DESCRIPTION: Minor paperwork and tax prep Name: COASTLINE WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2026 ADDRESS: 1551 N Ogden Street, Denver CO 80206, United States DESCRIPTION: Registered Rep

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-04-06

Designations

Other Names

• Amy Lynne Ballinger
• Amy Carmichael
• Amy B Carmichael
• Amy L. Duncan
• Amy B Duncan