Duncan Financial Management, Inc.

Duncan Financial Management, Inc. (CRD# 150849) is a financial advisory firm headquartered in Fenton, MO. They manage $28,000,000 in 278 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $100,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, MO, TX

Financial Advisors at Duncan Financial Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Shawn D. Baker
CRD#: 5724154
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
93
Wealthminder
score

Shawn Baker (CRD# 5724154) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 8 years of experience in the finance industry.

2
Kimberly B. Ellis
CRD#: 2333481
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
93
Wealthminder
score

Kimberly Ellis (CRD# 2333481) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 7 years of experience in the finance industry.

3
Lauren K. Sbordone
CRD#: 2904502
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
93
Wealthminder
score

Lauren Sbordone (CRD# 2904502) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 19 years of experience in the finance industry.

4
Rishi Ghosh
CRD#: 6152377
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
90
Wealthminder
score

Rishi Ghosh (CRD# 6152377) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has over 4 years of experience in the finance industry.

5
Anthony A. Striker
CRD#: 6490554
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
88
Wealthminder
score

Anthony Striker (CRD# 6490554) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has 1 year of experience in the finance industry.

6
Stacey L. Cheek
CRD#: 3159204
1855 Bowles Avenue, Suite 105, Fenton, MO 63026
87
Wealthminder
score

Stacey Cheek (CRD# 3159204) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in Fenton, MO and has 1 year of experience in the finance industry.

7
Jeffrey R. Duncan
CRD#: 4656801
777 S Flagler Drive, West Tower, Suite 800, West Palm Beach, FL 33401
68
Wealthminder
score

Jeffrey Duncan (CRD# 4656801) is an Investment Advisor Representative working at Duncan Financial Management, Inc. in West Palm Beach, FL and has over 14 years of experience in the finance industry.

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