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Current Employers
Duell Financial Strategies

4190 Boardwalk Ct, Appleton, WI 54914 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-03-24
  • WI RA
    APPROVED
    Since 2015-03-24

Branch Locations

4190 Boardwalk Ct, Appleton, WI 54914 • United States

2700 Vernon Drive, Green Bay, WI 54304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Duell Financial Strategies Appleton WI 03/2015 Present
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-02
  • S65 Uniform Investment Adviser Law Examination
    2015-02-02

View on SEC IAPD

Other Firms

Other Investors

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More in Appleton, WI

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