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Donald Duane Duncan

Savant Wealth Management

Rockford, IL

Santa Fe, NM

Chicago, IL

CRD 2180060

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Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

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

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

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
  • Certified Financial Planner
  • Personal Financial Specialist
  • Chartered Financial Analyst
Other Names
  • Donald Duncan

View on SEC IAPD

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