Bryson Richard Duncan

Employer firm

Northwest Wealth Management, LLC CRD 152816

$1.03B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2014 → 07/2018
  Student
  Sidney, IA
• 05/2021 → 06/2021
  Intelligent Turf And Greens
  Okoboji, IA
• 08/2021 → 07/2025
  Northwest Wealth Management
  Spirit Lake, IA
• 08/2018 → 05/2021
  Student
  Peru, NE
• 07/2025 → Present
  Northwest Wealth Management
  Spirit Lake, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-14

Designations

• Certified Financial Planner