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

What to do if you were affected

These general steps can help limit the risk of identity theft and fraud after any data breach.

Stay alert to targeted scams
Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.
Keep your notification letter
Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

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