Edmonds Duncan Registered Investment Advisors, LLC
Edmonds Duncan Registered Investment Advisors, LLC (CRD# 168246) is a financial advisory firm headquartered in Lawrence, KS. They manage $369,079,344 in 1,188 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management369MILLION
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Total Number of Accounts1,188ACCOUNTS
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Average Account Value$310,673
- 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
- Pension consulting services
AZ, CA, CO, FL, KS, MO, NC, NE, TX
Patrick Brown (CRD# 4289135) is an Investment Advisor Representative working at Edmonds Duncan Registered Investment Advisors, LLC in Lawrence, KS and has over 23 years of experience in the finance industry.
Donald Duncan (CRD# 2399677) is an Investment Advisor Representative working at Edmonds Duncan Registered Investment Advisors, LLC in Lawrence, KS and has over 29 years of experience in the finance industry. Donald Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Edmonds (CRD# 2727408) is an Investment Advisor Representative working at Edmonds Duncan Registered Investment Advisors, LLC in Lawrence, KS and has over 27 years of experience in the finance industry.
David Hollond (CRD# 3107086) is an Investment Advisor Representative working at Edmonds Duncan Registered Investment Advisors, LLC in Lawrence, KS and has over 4 years of experience in the finance industry.
Kevin Tietz (CRD# 7773003) is an Investment Advisor Representative working at Edmonds Duncan Registered Investment Advisors, LLC in Lawrence, KS and has 1 year of experience in the finance industry.