John N. Duncan

NORWOOD ECONOMICS | Planning Consultant

FISHERS, IN 46038

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CRD#: 7194062

Professional summary

John Nelson Duncan, who also goes by John N Duncan, John Duncan, John Nelson Duncan-harris, John Duncan-harris, is a registered financial advisor currently at NORWOOD ECONOMICS, INC. located in Fishers, Indiana.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 11 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Biography

As a Planning Consultant I work with a team to provide a strategy for each client's unique situation. This role requires me to listen and ask thoughtful questions to better understand my client's needs. Then I personally work my clients through the process of implementing their plan and continue to work with them through their planning to make any adjustments along the way. I came into Finance in the Fall of 2019. Since then, I have seen the direct impact of how proper planning can work.

Aliases

John N Duncan | John Duncan | John Nelson Duncan-Harris | John Duncan-Harris

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nelson 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®

None

Education

Arizona State University

Master of Global Management - International Business and Management

2019

American Military University

Bachelor of Intelligence - National Security, International Relations

2016

Experience

Current

July 10, 2026 - Present

NORWOOD ECONOMICS, INC.

Office #1: 14074 Trade Center Dr. Suite 212, Fishers, IN 46038

RIA

CRD#: 7691

TUCSON, AZ

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

Indiana
(7/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/5/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/26/2019

Securities Industry Essentials Examination

Current Firm

NORWOOD ECONOMICS, INC.

CRD#: 282079 / SEC#:

Georgia

Registered Investment Advisory firm - (8/12/2022 Approved)

Indiana

Registered Investment Advisory firm - (11/30/2015 Approved)

Michigan

Registered Investment Advisory firm - (4/29/2024 Approved)

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Contact information

Main Address

14074 Trade Center Dr. Suite 212, Fishers, IN 46038

Mailing Address

Phone number

(317) 559-2333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 74,518,333

Red Flags

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Contact information

(xxx) xxx-xxxx

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John N. Duncan

Professional summary

At a Glance

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Nelson Duncan's CRS (Customer Relationship Summary).

Certified licenses

Education

Arizona State University

American Military University

Experience

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2020

Series 7TO

Date: 2/5/2020

SIE

Date: 11/26/2019

Current Firm

NORWOOD ECONOMICS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NORWOOD ECONOMICS, INC.

TRUST BUT VERIFY

Contact information

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