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RIA / WealthAdvisorCertified Financial Planner32 years in industry

DONALD DWAYNE DUNCAN

Advisor at CREATIVE PLANNING

Lawrence, KS | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:0b388c0d-9779-c291-6fcb-1878ef691155

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 12, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Aug 12, 1994
First registration: Jun 20, 2005
Dual registered: no
Other names: DONNIE DWAYNE DUNCAN|DONNIE DWAYNE DUNCAN|DONALD DWAYNE DUNCAN|DONALD D DUNCAN
IAPD individual key: 2399677

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVE PLANNING	Independent wealth	Oct 7, 2024	n/a	yes	Lawrence, KS\|OVERLAND PARK, KS	Current employment
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC	Former SEC adviser	Aug 30, 2013	Dec 10, 2024	no	LAWRENCE, KS	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 13, 2013	no	LAWRENCE, KS	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	LAWRENCE, KS	Previous registration
MORGAN STANLEY DW INC.	n/a	Jun 20, 2005	Apr 2, 2007	no	LAWRENCE, KS\|OVERLANDPARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC	CREATIVE PLANNING	Dec 10, 2024	Oct 7, 2024	-64	Firm change after gap	RIA to RIA
MORGAN STANLEY	EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC	Sep 13, 2013	Aug 30, 2013	-14	Firm change	Wirehouse to new firm
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
168246:105348:KS:2024-12-05	Dec 10, 2024	Oct 7, 2024	LAWRENCE, KS	Firm change after gap

Relationships

Registered with (5)

→ CREATIVE PLANNINGRegistered adviserregistration: current employment
Oct 7, 2024 to presentfactForm ADV
→ EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 30, 2013 to Dec 10, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 13, 2013factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jun 20, 2005 to Apr 2, 2007factForm ADV

Dated events

Occurred
Dec 10, 2024
Advisor changed firm
Donald Dwayne Duncan left Edmonds Duncan Registered Investment Advisors, Llc for Creative Planning (registered 2024-10-07)
Form ADVobserved 5 days ago