Timothy Duncan is a registered investment advisor at Mariner Institutional, LLC, based in Winter Park, KS, with 27 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 64 clients with $2.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5700 W. 112th St., Suite 500, Winter Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy is a consultant for Lincoln Financial Group and a member of their advisory council, dedicating a few hours per week. He also works as an Investment Advisor Representative for Mariner Wealth Advisors and Mariner Institutional, spending full-time hours at each.
Employment History
Current Registrations
Mariner Institutional, LLC
Mariner Wealth
Previous Registrations
Mariner Retirement Advisors, LLC
Msec, LLCBroker
Sageview Advisory Group, LLC
Cetera Advisor Networks LLCBroker
BMO Harris Financial Advisors, INC.Broker
M&i Investment Management CORP.
M&i Financial Advisors, INCBroker
American Century Investment Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.