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Dana D Duckman

Sanctuary Advisors, LLC

Lawrence, KS

Broomfield, CO

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Current Employers
Sanctuary Advisors, Llc

1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-10
KS RA APPROVED 2026-02-10
  • CO RA
    APPROVED
    Since 2026-02-10
  • KS RA
    APPROVED
    Since 2026-02-10

Branch Locations

611 W 9Th Street, Lawrence, KS 66044 • United States

Broomfield, CO • 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
Bmo Private Bank Sarasota FL 03/2020 04/2021
Bmo Private Bank Sarasota FL 06/2013 03/2020
Unemployed-Mom Died/Cancer In Mexico, Relocated, Classes And Ce Superior CO 04/2021 06/2024
Financial Steward Associates, Llc Boulder CO 06/2024 08/2025
Sanctuary Advisors Llc Lawrence KS 08/2025 Present
  • 03/2020 → 04/2021
    Bmo Private Bank
    Sarasota, FL
  • 06/2013 → 03/2020
    Bmo Private Bank
    Sarasota, FL
  • 04/2021 → 06/2024
    Unemployed-Mom Died/Cancer In Mexico, Relocated, Classes And Ce
    Superior, CO
  • 06/2024 → 08/2025
    Financial Steward Associates, Llc
    Boulder, CO
  • 08/2025 → Present
    Sanctuary Advisors Llc
    Lawrence, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-26
S65 Uniform Investment Adviser Law Examination 2006-08-23
  • S66 Uniform Combined State Law Examination
    2010-07-26
  • S65 Uniform Investment Adviser Law Examination
    2006-08-23
Designations
Other Names
  • Dana Deirdre Duckman
  • Dana Deidre Duckman

View on SEC IAPD

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