Joseph
Duncan
M Holdings Securities, Inc
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About this Advisor
Joseph Duncan is a financial advisor based in Hopkins, Minnesota, working with M Holdings Securities, Inc. Joseph has previously held positions at M Holdings Securities, Inc, Chaffee & Associates LLC, University Of St. Thomas, Windsong Farm Golf Club, Woodhill Country Club, Somerset Country Club, Hazeltine National Golf Club, The Minikahda Club, Twin Cities Outdoor Services, Grantsburg Golf Course, B&F Custom Machining, and Grantsburg School District. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Joseph is part of M Holdings Securities, Inc, which operates out of Hopkins, Minnesota. The firm has 105 offices and 706 employees. The firm manages assets totaling $4.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at M Holdings Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$4,513,584,910
706
9,871
$457,257
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Joseph Duncan Work History
M Holdings Securities, Inc
Chaffee & Associates LLC
Woodhill Country Club
Hazeltine National Golf Club
Windsong Farm Golf Club
Chaffee & Associates LLC
Somerset Country Club
The Minikahda Club
University Of St. Thomas
B&F Custom Machining
University Of St. Thomas
Twin Cities Outdoor Services
Grantsburg Golf Course
Grantsburg School District
Disclosures
Please visit the SEC profile of Joseph Duncan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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