Timothy Duncan, financial advisor Leawood KS
93 score

Timothy Duncan

CRD Number: 3004592
Current Firm: Mariner Retirement Advisors, LLC

Timothy Duncan (CRD# 3004592) is an Investment Advisor Representative working at Mariner Retirement Advisors, LLC in Leawood, KS and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mariner Retirement Advisors Leawood, KS Oct 2014 - Current 2
Montage Securities, LLC Leawood, KS Oct 2014 - Current 2
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Oct 2014 1
Financial Network El Segundo, CA Aug 2001 - Dec 2012 11
Bmo Harris Financial Advisors, Inc. Kansas City, MO Aug 2012 - Aug 2012 < 1
M&i Brokerage Services, Inc. Kansas City, MO Oct 2003 - Aug 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Timothy S. Duncan
Phone Number: 913-647-9700
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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