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Duncan Wilk

Regional Vice President

Duncan Wilk



Duncan began his career in the financial industry in 1997. His past professional experiences include research analyst at The Carson Group where he monitored various technology companies, financial advisor at Ameriprise, and financial consultant at Charles Schwab where he focused on wealth planning and investment management for high-net-worth clients. Duncan graduated from the University of California, Davis, with a degree in Managerial Economics and holds the FINRA Series 66 license.


10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

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131 4th Street East
Suite 320
Ketchum, Idaho 83340

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121 Southwest Morrison Street
Suite 910
Portland, Oregon 97204

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12909 South West 68th Parkway
Suite 230

Tigard, Oregon 97223

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