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).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    1,188
    ACCOUNTS
  • Average Account Value
    $310,673
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, KS, MO, NC, NE, TX

Financial Advisors at Edmonds Duncan Registered Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Patrick A. Brown
CRD#: 4289135
645 Massachusetts Street, Suite 300, Lawrence, KS 66044

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.

2
Donald D. Duncan
CRD#: 2399677
645 Massachusetts Street, Suite 300, Lawrence, KS 66044

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.

3
Jason S. Edmonds
CRD#: 2727408
645 Massachusetts Street, Suite 300, Lawrence, KS 66044

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.

4
David M. Hollond
CRD#: 3107086
645 Massachusetts Street, Suite 300, Lawrence, KS 66044

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.

5
Kevin Tietz
CRD#: 7773003
645 Massachusetts Street, Suite 300, Lawrence, KS 66044

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.

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