Bryson Duncan (CRD# 7424046) is an Investment Advisor Representative working at Northwest Wealth Management, LLC in Spencer, IA and has over 2 years of experience in the finance industry.
CRD# 2525091
Royal Fund Management, LLC
CRD# 1249368
Insight Securities, Inc.
CRD# 6437382
Northwest Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwest Wealth Management | Spirit Lake, IA | Aug 2021 - Current | 2 |
| 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 |
- IA
-
Total Assets Under Management718MILLIONS
-
Total Number of Accounts3,817ACCOUNTS
-
Average Account Value$188,044
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, IA, IL, IN, KS, LA, MN, MO, NE, OR, SD, TX, WI
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