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4190 Boardwalk Ct, Appleton, WI 54914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-11-13 |
Branch Locations
4190 Boardwalk Ct, Appleton, WI 54914 • United States
2700 Vernon Drive, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duell Financial Strategies, Llc | Appleton | WI | 06/2014 | Present |
DUELL FINANCIAL STRATEGIES INSURANCE RELATED N9654 CNTY HWY N SUITE 5 APPLETON, WI 54915 FIXED INSURANCE PRODUCTS OWNER HAS OPERATED AS FUTURES SO BRITE SINCE 2001. NAME CHANGED TO DUELL FINANCIAL STRATEGIES 8/2011 OWNER AND MANAGER APPROXIMATELY 40 HOURS PER WEEK. MANAGMENT OF BUSINESS COINSIDES WITH INVESTMENT ADVISORY TIME DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-20 |
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