Unclaimed Profile

Thomas Wesley Duncan

VISION CAPITAL PARTNERS·ANN ARBOR, Michigan

SIE, Series 7, Series 63, Series 6619 years registeredVISION CAPITAL PARTNERS

2211 OLD EARHART RD., ANN ARBOR, MI 48105CRD# 4309377Firm CRD# 175147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Wesley Duncan · ANN ARBOR, MI

Registration

CRD #4309377 · VISION CAPITAL PARTNERS · 19 years registered

Brand Profile

Not yet started

Career History

VISION CAPITAL PARTNERS

Jul 2015 – present

HN WEALTH ADVISORS

Feb 2007 – Jul 2015

NORTHVILLE, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 7, 2007

Years registered · 19

Disclosure History

2004Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VISION CAPITAL PARTNERS

CRD 175147 · SEC 801-100364

AUM

$127M

Regulatory assets under management

Employees

341 client accounts

Services offered by VISION CAPITAL PARTNERS

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VISION CAPITAL PARTNERS →

Introduction

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Frequently Asked Questions

What services does Thomas Wesley Duncan offer?

Thomas Wesley Duncan specializes in Financial Planning, Investment Management. Contact their office in ANN ARBOR, Michigan for a consultation.

What are Thomas Wesley Duncan's credentials?

Thomas Wesley Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Wesley Duncan located?

Thomas Wesley Duncan is based in ANN ARBOR, Michigan, working with VISION CAPITAL PARTNERS. Their office serves clients in the ANN ARBOR metropolitan area and surrounding communities.

How does Thomas Wesley Duncan charge for services?

Thomas Wesley 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 VISION CAPITAL PARTNERS?

VISION CAPITAL PARTNERS has approximately 3 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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