Bryson DuncanCRD 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.
Royal Fund Management, LLC
Insight Securities, Inc.
Northwest Wealth Management, LLC
|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|
Total Assets Under Management605MILLIONS
Total Number of Accounts3,656ACCOUNTS
Average Account Value$165,586
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, OR, SD, TX, WI
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