Barbara J. Duncan
CLAYTON WEALTH PARTNERS
TOPEKA, KS 66603-3808
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CRD#: 5716333
Professional summary
Barbara Jean Duncan, CFP®, who also goes by Barbara Jean Bacon, Barbara Jean Heller, is a registered financial advisor currently at CLAYTON WEALTH PARTNERS located in Topeka, Kansas.
Barbara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Barbara has worked at 1 firm .
Biography
Barbara got started in the financial services industry when she landed a job at Clayton Wealth Partners, a Topeka-based advisory firm, as an assistant financial planner. Since then, her responsibilities have steadily expanded, and nearly 15 years later, she serves as Vice President and Senior Wealth Advisor.
Barbara helps develop and maintain client relationships, is a member of the management team, and trains staff members in the personalized financial planning and investment management that the firm is committed to.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Comprehensive Financial Planni...
Education Planning
Social Security Planning
Tax Planning
Retirement Planning
Insurance Planning
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Barbara Jean Bacon | Barbara Jean Heller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Barbara Jean Duncan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
October 14, 2009 - Present
CLAYTON WEALTH PARTNERS
Office #1: 716 South Kansas Avenue, Topeka, KS 66603-3808RIA
CRD#: 105898
TOPEKA, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
CRD#: 105898 / SEC#: 801-17344
RIA
Registered Investment Advisory firm - (7/1/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(10/14/2009)
IAR
Texas(1/2/2021)
Exams
Current Firm
CLAYTON WEALTH PARTNERS
CLAYTON FINANCIAL SERVICES INC | CLAYTON WEALTH PARTNERS
CRD#: 105898 / SEC#: 801-17344
RIA
Registered Investment Advisory firm - (7/1/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
716 South Kansas Avenue, Topeka, KS 66603-3808
Mailing Address
Phone number
(785) 232-3266
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,817 |
| AUM (Assets Under Management) | $ 810,559,576 |
Red Flags
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