Donald Duncan, financial advisor Rockford IL

Donald Duncan

CRD Number: 2180060
Current Firm: Savant Wealth Management

Donald Duncan (CRD# 2180060) is a Financial Advisor/Managing Director working at Savant Capital LLC in Downers Grove, IL and has over 21 years of experience in the finance industry.

CONTACT
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Professional Designations
Company Name Location Dates Years
Savant Wealth Management Rockford, IL Jul 2020 - Current 3
Savant Capital Management Rockford, IL Oct 2018 - Jul 2020 1
D3 Financial Counselors Downers Grove, IL Mar 1997 - Dec 2018 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1997
Contact Info for Donald D. Duncan
Phone Number: 815-227-0300
Registered State(s):
  • IL
  • NM
By the Numbers
  • Total Assets Under Management
    24,398
    MILLIONS
  • Total Number of Accounts
    16,294
    ACCOUNTS
  • Average Account Value
    $1,497,331
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Firm Disclaimer:

Savant Capital Management ("Savant") is an SEC registered investment adviser located in Rockford, Illinois. Savant and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers and by those states in which Savant maintains clients.  Savant may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Savant’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Savant’s website on the Internet should not be construed by any consumer and/or prospective client as Savant’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Savant with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Savant, please contact the SEC or the state securities regulators for those states in which Savant maintains a notice filing. A copy of Savant’s current written disclosure statement discussing Savant’s business operations, services, and fees is available from Savant upon written request. Savant does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Savant’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Savant), will be profitable or equal any historical performance level(s). 

Certain portions of Savant’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Savant (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Savant, or from any other investment professional.  Savant is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. 

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Savant is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Savant by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Savant does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Savant’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Savant, or from any other investment professional. 

Each client and prospective client agrees, as a condition precedent to his/her/its access to Savant’s website, to release and hold harmless Savant, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Savant. 

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