Investment adviser representative · Northwest Wealth Management, LLC
Bryson R. Duncan
CRD 7424046 · Spencer, IA
At a glance
Bryson R. Duncan is an investment adviser representative with Northwest Wealth Management, LLC in Spencer, IA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bryson’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Northwest Wealth Management, LLCSince October 2021Spencer, IA · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bryson’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.