AdFi
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Duncan Financial Planning Advisors

SEC Registered
Irwin, PA724-863-3420
Assets Under Management
Not disclosed
Office Locations
24 offices
Total Accounts
—

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Individuals

Leadership

David Scott Duncan
CHIEF EXECUTIVE OFFICER
Keystone Agency Investors Llc
OWNER
Kai Investors Llc
OWNER
Llc Bcc Keystone Aggregator Investments
OWNER
L.p. Bain Capital Distressed And Special Situations 2019 (b Master)
OWNER
Larry Lund Qvistgaard
CHIEF COMPLIANCE OFFICER
Daniel Travis Girardi
SECRETARY
Michael John Rossi
TREASURER
Michael Sheridan Reddy
PRESIDENT

Office locations

24 offices in 13 states
PA
IrwinHQ
FL
Safety Harbor
PA
Irwin
OH
Xenia
PA
Wilkes-barre
GA
Atlanta
OH
Cincinnati
FL
Tavernier
OH
Strongsville
MO
St. Louis
CT
East Windsor
FL
Tampa
FL
Clearwater
NY
Huntington Station
VA
Midlothian
VA
Lansdowne
GA
Atlanta
LA
Vidalia
FL
Clearwater
CA
San Clemente
WV
Morgantown
WA
Bellevue
KY
Louisville
PA
Connellsville

Advisors at this firm

27 advisors in the directory

Robert Leo Beck
Investment Adviser Representative
Investment Adviser Representative
David Scott Duncan
Investment Adviser Representative
Dual-registered
Thomas John Walsh
Investment Adviser Representative
Dual-registered
Alexander Patrick Kline
Investment Adviser Representative
Dual-registered
Francis Stephen Zoracki
Investment Adviser Representative
Dual-registered
Larry Lund Qvistgaard II
Investment Adviser Representative
Dual-registered
Linda Kay Smith
Investment Adviser Representative
Dual-registered
Robert Boyd McCalmont
Investment Adviser Representative
Dual-registered
Timothy Allen Kunkle
Investment Adviser Representative
Dual-registered
Brian Charles Cassidy
Investment Adviser Representative
Dual-registered
John Anthony Mezzullo
Investment Adviser Representative
Dual-registered
Tamala Glenise Williams
Investment Adviser Representative
Dual-registered
Gregg Julian Waller
Investment Adviser Representative
Dual-registered
Jon J Parkhurst
Investment Adviser Representative
Dual-registered
James Francis Gillen
Investment Adviser Representative
Dual-registered
Robert L Arroyo
Investment Adviser Representative
Dual-registered
Gregory Reed Hicks
Investment Adviser Representative
Dual-registered
Brian David Duncan
Investment Adviser Representative
Dual-registered
Kristen Marie Hull
Investment Adviser Representative
Dual-registered
Ronald Joseph Kims Jr.
Investment Adviser Representative
Dual-registered
Nathanael C Downs
Investment Adviser Representative
Dual-registered
Donald Louis Waite
Investment Adviser Representative
Dual-registered
Julie Ann Snyder
Investment Adviser Representative
Dual-registered
Colton Lee Hearn
Investment Adviser Representative
Dual-registered
Elizabeth Dorothy Kline
Investment Adviser Representative
Dual-registered
Andrew James Harvey
Investment Adviser Representative
Dual-registered
Jack Lee Martin
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#309454
SEC Number
801-119284
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: Hourly / Flat Fee / Other

Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Duncan Financial Planning Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Duncan Financial Planning Advisors in Irwin, PA