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Charles Matthew Duncan

Director Of Financial PlanningAptus Financial LLCCRD 3073476

About Charles Matthew Duncan

Charles Matthew Duncan is listed as Director Of Financial Planning at Aptus Financial LLC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Aptus Financial LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Matthew Duncan work?

Charles Matthew Duncan is listed as Director Of Financial Planning at Aptus Financial LLC on SEC Form ADV.

How much of Aptus Financial LLC does Charles Matthew Duncan own?

Form ADV reports a beneficial ownership band of Under 5%.

Aptus Financial LLC

TitleDirector Of Financial Planning
OwnershipUnder 5%
Control personYes
Since2018
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