DUNCAN FINANCIAL GROUP LLC
Legal name: DUNCAN FINANCIAL PLANNING ADVISORS
CRD #309454 SEC #801-119284 IRWIN, PA 724-863-3420
SEC Registered
Total AUM
--
Discretionary
--
Employees
16
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 79
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| DUNCAN, DAVID, SCOTT | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| Girardi, Daniel, Travis | I | SECRETARY | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| QVISTGAARD, LARRY, LUND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| REDDY, MICHAEL, SHERIDAN | I | PRESIDENT | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| ROSSI, MICHAEL, JOHN | I | TREASURER | NA | Control |
| Turner, Jeffrey | I | PRESIDENT | NA | Control |
| Turner, Jeffrey | I | PRESIDENT | NA | Control |
| Turner, Jeffrey | I | PRESIDENT | NA | Control |
| Turner, Jeffrey | I | PRESIDENT | NA | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY INVESTORS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY PARTNERS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY PARTNERS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY PARTNERS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY PARTNERS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY PARTNERS LLC | DE | OWNER | E | Control |
| KEYSTONE AGENCY PARTNERS LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | DE | KEYSTONE BCCCS, LP | E | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | DE | KEYSTONE BCCCS, LP | E | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | DE | KEYSTONE BCCCS, LP | E | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | DE | KEYSTONE BCCCS, LP | E | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | DE | KEYSTONE BCCCS, LP | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY INVESTORS LLC | E | Control |
| KEYSTONE AGENCY HOLDINGS LLC | DE | KEYSTONE AGENCY MIDCO LLC | E | Control |
| KEYSTONE AGENCY HOLDINGS LLC | DE | KEYSTONE AGENCY MIDCO LLC | E | Control |
| KEYSTONE AGENCY HOLDINGS LLC | DE | KEYSTONE AGENCY MIDCO LLC | E | Control |
| KEYSTONE AGENCY HOLDINGS LLC | DE | KEYSTONE AGENCY MIDCO LLC | E | Control |
| KEYSTONE AGENCY HOLDINGS LLC | DE | KEYSTONE AGENCY MIDCO LLC | E | Control |
| KEYSTONE AGENCY MIDCO LLC | DE | KEYSTONE AGENCY PARTNERS LLC | E | Control |
| KEYSTONE AGENCY MIDCO LLC | DE | KEYSTONE AGENCY PARTNERS LLC | E | Control |
| KEYSTONE AGENCY MIDCO LLC | DE | KEYSTONE AGENCY PARTNERS LLC | E | Control |
| KEYSTONE AGENCY MIDCO LLC | DE | KEYSTONE AGENCY PARTNERS LLC | E | Control |
| KEYSTONE AGENCY MIDCO LLC | DE | KEYSTONE AGENCY PARTNERS LLC | E | Control |
| KEYSTONE BCCCS, LP | DE | KAI INVESTORS LLC | E | Control |
| KEYSTONE BCCCS, LP | DE | KAI INVESTORS LLC | E | Control |
| KEYSTONE BCCCS, LP | DE | KAI INVESTORS LLC | E | Control |
| KEYSTONE BCCCS, LP | DE | KAI INVESTORS LLC | E | Control |
| KEYSTONE BCCCS, LP | DE | KAI INVESTORS LLC | E | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | D | Control |
| BAIN CAPITAL DISTRESSED AND SPECIAL SITUATIONS 2019 (B MASTER), L.P. | DE | BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC. | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| BCC KEYSTONE AGGREGATOR INVESTMENTS, LLC | DE | KAI INVESTORS LLC | D | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY HOLDINGS LLC | D | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY HOLDINGS LLC | D | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY HOLDINGS LLC | D | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY HOLDINGS LLC | D | Control |
| KAI INVESTORS LLC | DE | KEYSTONE AGENCY HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (20)
AZ CA CT DC FL GA ID IL IN KY MD NV OH PA TN TX UT VA WA WV
Address
311 MAIN ST.IRWIN, PA 15642
United States
Phone: 724-863-3420