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Chief Compliance Officer · Duncan Financial Planning Advisors

Larry L. Qvistgaard

CRD 1915349 · Named on Form ADV at one SEC-registered adviser

At a glance

Duncan Financial Planning Advisors, an SEC-registered asset manager based in Irwin, PA with $0 in regulatory assets, lists Larry L. Qvistgaard on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

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Larry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Larry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.