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Fritz Duncan

24 Years of Experience
Eugene, OR
Broker

Fritz Duncan is a registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 24 years of industry experience. Fritz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

260 Country Club Rd., Ste 100, Eugene, OR, 97401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Fritz is a member of Jones & Roth Financial Advisors, LLC, providing financial services to clients, and a professor at the University of Oregon teaching accounting. He also serves as a board member for the Eugene Active 2030 Club Foundation, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
February 2002 - October 2019 · 17 yrs 8 mos
1st Global Capital CORP.Broker
December 2001 - October 2019 · 17 yrs 10 mos
State Registrations2 states
ORWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.