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Inactive

Donald Duane Duncan

Savant Wealth Management

Rockford, IL

Santa Fe, NM

Chicago, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2018-11-14
IL RA APPROVED 2018-10-01
  • NM RA
    APPROVED
    Since 2018-11-14
  • IL RA
    APPROVED
    Since 2018-10-01

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

317 Paseo De Peralta, Santa Fe, NM 87501 • United States

200 W Madison Street Suite 2601, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D3 Financial Counselors Downers Grove IL 03/1997 12/2018
Savant Capital Management Rockford IL 10/2018 07/2020
Savant Wealth Management Rockford IL 07/2020 06/2023
Savant Wealth Management Rockford IL 07/2023 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
Previous Registrations
  • 1998-08-10 → 2018-12-20
    D3 Financial Counselors Llc
    Downers Grove, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-11
  • S65 Uniform Investment Adviser Law Examination
    1997-07-11
Designations
Other Names
  • Donald Duncan

View on SEC IAPD

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JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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