Barbara Duncan has been Partner/Senior Wealth Advisor/Director of Clayton Financial Services since February 2018, is a control person of the firm and directly owns between 10% and 25% of it. Barbara Duncan holds a BS in Personal Financial Planning from Kansas State University and an MBA with emphasis in Small Business Management from the University of Phoenix.
Clayton Financial Services Inc is a Topeka, KS firm with $910M under management, 753 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Barbara Duncan is Partner & Senior Wealth Advisor of Clayton Wealth Partners. Over 15 years after starting at the firm as an Assistant Financial Planner, she helps develop and maintain client relationships, is a member of the management team and trains staff members in the firm's personalized financial planning and investment management.
- Clayton Wealth PartnersCurrent– present · 17 yearsTopeka, KS · Adviser representative · Firm CRD 105898
Professional designations
Listed by Clayton Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Barbara Duncan is registered as an investment adviser representative in 2 states. The first approvals date from October 2009; the most recent is Texas, in January 2021.
- KansasSince 14 October 2009
- TexasSince 2 January 2021
Examinations
No examinations are on Barbara Duncan’s record.
- Full name
- Barbara Jean Duncan
- CRD
- 5716333
- Firm
- Clayton Financial Services · CRD 105898
- Role
- Partner/Senior Wealth Advisor/Director
- Office
- 716 SOUTH KANSAS AVENUE, Topeka, KS 66603-3808
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claytonwealthpartners.com
Where does Barbara Duncan work?
Barbara Duncan has been Partner/Senior Wealth Advisor/Director of Clayton Financial Services Inc since February 2018, and is a control person of the firm.
Is Barbara Duncan a financial advisor?
Yes. Barbara Duncan has a current investment-adviser registration in Kansas and Texas, through Clayton Financial Services since October 2009.
How many years of experience does Barbara Duncan have?
Barbara Duncan has 17 years in the financial industry, since October 2009, across 1 adviser firm.
Where is Barbara Duncan based?
Barbara Duncan’s registered office is in Topeka, KS.
Is Barbara Duncan registered with FINRA?
No. Barbara Duncan has no current broker registration.
Is Barbara Duncan a CFP?
Clayton Financial Services lists Barbara Duncan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Barbara Duncan’s record?
Search CRD 5716333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Barbara Duncan’s full registration record.
