The Duncan Financial Group Data Breach: Reported Filing Facts

Duncan Financial Group is a financial services institution that provides wealth management, investment advisory, and financial planning services to its clients. As part of these operations, the firm routinely collects and maintains sensitive personal and financial data, including Social Security numbers, government-issued identification, and detailed investment account records. This data security incident was officially reported to the Indiana Attorney General in 2025 following the discovery of unauthorized activity within the firm's digital environment. If you received a formal data breach notification letter from Duncan Financial Group, it indicates that your personal information may have been involved in this incident. We encourage you to carefully review the contents of that letter for specific guidance on the protective measures the firm is offering to impacted individuals.

State

Indiana

Breach date

December 15, 2024

Reported

April 16, 2025