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Donald Duane Duncan

D3 FINANCIAL COUNSELORS LLC·DOWNERS GROVE, Illinois
Series 3, Series 65Clean record28 years registeredD3 FINANCIAL COUNSELORS LLC
5151 MOCHEL DRIVE, DOWNERS GROVE, IL 60515CRD# 2180060Firm CRD# 123600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Duane Duncan · DOWNERS GROVE, IL
Registration
CRD #2180060 · D3 FINANCIAL COUNSELORS LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Oct 2018 – present
D3 FINANCIAL COUNSELORS LLC
Aug 1998 – Dec 2018
DOWNERS GROVE, IL
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · August 10, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
D3 FINANCIAL COUNSELORS LLC
CRD 123600 · SEC 801-79401
AUM
$270M
Regulatory assets under management
Employees
9
184 client accounts
Services offered by D3 FINANCIAL COUNSELORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at D3 FINANCIAL COUNSELORS LLC →
Introduction

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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.
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DOWNERS GROVE, IL

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