Donald Dwayne Duncan

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 08/2013 → 10/2024
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2013 → 10/2024
  Edmonds Duncan Registered Investment Advisors, Llc
  Lawrence, KS
• 10/2024 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2013-08-30 → 2024-12-10
  Edmonds Duncan Registered Investment Advisors, Llc
  Lawrence, KS
• 2009-06-01 → 2013-09-13
  Morgan Stanley
  Lawrence, KS
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lawrence, KS
• 2005-06-20 → 2007-04-02
  Morgan Stanley Dw Inc.
  Lawrence, KS
  Overlandpark, KS

Other Businesses

FAMILY FARM. 12/2011. NOT INVESTMENT RELATED. 2-4 HRS/WK. OWN THE LAND, HIRE A COMPANY TO DO BAILING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-27
• S63 Uniform Securities Agent State Law Examination
  1994-08-12

Designations

• Certified Financial Planner

Other Names

• Donnie Dwayne Duncan
• Donnie Dwayne Duncan
• Donald Dwayne Duncan
• Donald D Duncan