Colton Lee Hearn
Investment adviser representative at Duncan Financial Planning Advisors
12 yearsExperience
1 stateRegistered in
$0Firm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Duncan Financial Planning AdvisorsMar 2026 to now
- Cambridge Investment Research Advisors, Inc.Jun 2021 to now
- Cambridge Investment ResearchAug 2019 to now
- Duncan Financial GroupMay 2018 to now
- Somerset Trust CompanyAug 2016 to May 2018
- Saint Vincent CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Duncan Financial Planning Advisors
Legal name: Duncan Financial Group LLC
$0Assets managed
3Clients
27Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6958996
- Firm CRD
- 309454