Owen Duncan, financial advisor Bloomington MN

Owen Duncan

CRD Number: 6629326
Current Firm: Rmb Capital Management

Owen Duncan (CRD# 6629326) is an Investment Advisor Representative working at Rmb Capital Management in Bloomington, MN and has over 5 years of experience in the finance industry. Owen Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rmb Capital Management LLC Washington, DC Aug 2017 - Current 4
The Prudential Insurance Company Of America St. Louis Park, MN Aug 2016 - Jul 2017 < 1
Pruco Securities, LLC St. Louis Park, MN Mar 2016 - Jul 2017 1
Full Time Student Minneapolis, MN Mar 2006 - Jun 2016 10
Digi International Minnetonka, MN Jun 2015 - Dec 2015 < 1
Anne Labovitz St. Paul, MN Jun 2014 - Sep 2014 < 1
Clarity Coverdale Fury Minneapolis, MN Apr 2012 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2016
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Owen T. Duncan
Phone Number: 312-993-5800
Registered State(s):
  • DC
  • IL
  • MN
By the Numbers
  • Total Assets Under Management
    8,439
    MILLIONS
  • Total Number of Accounts
    17,635
    ACCOUNTS
  • Average Account Value
    $478,522
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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