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4190 Boardwalk Ct, Appleton, WI 54914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2015-03-24 |
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 | Appleton | WI | 03/2015 | Present |
INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-02 |
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