AdvisorOS Directory
Claim Profile
DD

Donald Duane Duncan

D3 FINANCIAL COUNSELORS LLC·DOWNERS GROVE, Illinois
Unclaimed Profile
5151 MOCHEL DRIVE, DOWNERS GROVE, IL 60515CRD# 2180060Firm CRD# 123600
01

About

Donald Duane Duncan is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with D3 FINANCIAL COUNSELORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
D3 FINANCIAL COUNSELORS LLC
D3 FINANCIAL COUNSELORS LLC
AUM
$270M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at D3 FINANCIAL COUNSELORS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2180060
Firm CRD# 123600
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DOWNERS GROVE?

Browse all registered financial advisors in DOWNERS GROVE, Illinois or claim this profile if it's yours.

Browse DOWNERS GROVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Donald Duane Duncan offer?
Donald Duane Duncan specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are Donald Duane Duncan's credentials?
Donald Duane Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Duane Duncan located?
Donald Duane Duncan is based in DOWNERS GROVE, Illinois, working with D3 FINANCIAL COUNSELORS LLC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.
How does Donald Duane Duncan charge for services?
Donald Duane Duncan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D3 FINANCIAL COUNSELORS LLC?
D3 FINANCIAL COUNSELORS LLC has approximately 9 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DOWNERS GROVE
John Mark Zerr — INVESCO CAPITAL MANAGEMENT LLCBradley Andrew Schaffnit — VERTEX PLANNING PARTNERS, LLCJaco Jordaan — OPUS FINANCIAL SOLUTIONS LLCSteven Mark Massoni — INVESCO INVESTMENT ADVISERS LLCGary Kevin Wendler — INVESCO INVESTMENT ADVISERS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile