Bryson Duncan, financial advisor Spencer IA

Bryson Duncan

CRD Number: 7424046
Current Firm: Northwest Wealth Management, LLC

Bryson Duncan (CRD# 7424046) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has 1 year of experience in the finance industry.

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Northwest Wealth Management, LLC
Company Name Location Dates Years
Northwest Wealth Management Spirit Lake, IA Aug 2021 - Current 1
Intelligent Turf And Greens Okoboji, IA May 2021 - Jun 2021 < 1
Student Peru, NE Aug 2018 - May 2021 2
Student Sidney, IA Aug 2014 - Jul 2018 3
Student Hamburg, IA Aug 2011 - Jul 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2021
Contact Info for Bryson R. Duncan
Phone Number: 877-207-0994
Registered State(s):
  • IA
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
  • 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)
Types of Clients
Registered States


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