Duncan SkogsbergCRD Number: 1184122
Current Firm: Principal Securities, Inc.
Duncan Skogsberg (CRD# 1184122) is an Investment Advisor Representative working at Principal Securities, Inc. in Yorkville, IL and has over 19 years of experience in the finance industry.
Forum Financial Management, LP
Clear Perspective Advisors, LLC
Woodbury Financial Services, Inc.
|Principal Life Insurance Company||Yorkville, IL||Jul 2013 - Current||4|
|Princor Financial Services Corporation||Yorkville, IL||Nov 1998 - Current||19|
|Eric Duncan Group Inc.||Elmhurst, IL||Dec 1993 - Aug 2013||19|
|Principal Life Insurance||Downers Grove, IL||Jul 2007 - Jun 2013||5|
|Principal Life Insurance||Elmhurst, IL||Nov 1996 - Jun 2013||16|
|Principal Financial||Downers Grove, IL||Jul 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management1,916MILLIONS
Total Number of Accounts17,630ACCOUNTS
Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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