Duane Thompson, AIFA®, President, Potomac Strategies, LLC

Duane Thompson, AIFA®, President, Potomac Strategies, LLC
Duane is president of Potomac Strategies, LLC, a legislative and regulatory consulting firm founded in 2009. He has 25 years of experience specializing in analysis and advocacy work related to federal and state regulation of financial advisors. Duane is a periodic contributor to the Investment and Wealth Institute’s flagship publication, Investments & Wealth Monitor, as well as Prudent Practices for Investment Advisors, a publication of Fi360, Inc., a Broadridge company. Duane holds the Accredited Investment Fiduciary Analyst designation, a Master's in journalism from the University of Missouri-Columbia, and a Bachelor of Arts with a double-major in history and studio art from Principia College in Elsah, Ill. 
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Legislative Intelligence: Institute Meets with SEC Commissioners Regarding CIMA, CPWA Certifications

Posted by Duane Thompson, AIFA®, President, Potomac Strategies, LLC on Feb 6, 2021 11:30:00 AM

This column was originally published for the Institute's Legislative Intelligence quarterly column.

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