Duane Earl Goodell

Employer firm

Optimum Wealth LLC CRD 285944

177 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → 01/2017
  Triad Advisors, Inc.
  Swanzey, NH
• 01/2017 → Present
  Optimum Wealth Llc
  Keene, NH
• 01/2000 → Present
  Optimum Financial Llc
  Keene, NH

Previous Registrations

• 2000-04-07 → 2017-09-01
  Triad Advisors Llc
  Keene, NH
  Keene, NH
  Keene, NH
  Keene, NH

Other Businesses

1-OPTIMUM FINANCIAL LLC; NON-INVESTMENT RELATED; 160 EMERALD ST., SUITE 10, KEENE NH 034; INSURANCE, LIFE, AND HEALTH; MEMBER, BROKER; 1/2000; 109 HRS/MONTH; N/A; COMPENSATION-COMMISSIONS; BENEFIT DESIGN AND PLANNING LIFE & HEALTH RELATED INSURANCE PLANNING, 2. RETIREMENT ANALYZER; INVESTMENT RELATED; C/O OPTIMUM FINANCIAL LLC 160 EMERALD STREET SUITE 10 KEENE NH 03431; RE-SALE OF SERVICE TO CLIENTS FOR SELF-SERVICE MONITER AND EDUCATE CLIENTS ON RETIREMENT; OWNER; 10/25/2011; 20-25 HRS/MONTH; 1HR/DAY; COMPENSATED PER LICENSE PER CLIENT; INTRODUCE AND EDUCATE CLIENTS AND FINANCIAL PROFESSIONALS TO THE ONLINE SERVICE 3)OPTIMUM FINANCIAL LLC BUSINESS RESOURCES & SERVICES;NOT INVESTMENT RELATED;160 EMERALD STREET,SUITE 10,KEENE,NH;ADDITIONAL RESOURCES/SERVICES FOR BUSINESS CLIENTELE;OWNER,MANAGER;9/25/2014;35 HRS/MONTH;1.75 HRS DURING TRADING;MARKETING THE RESOURCES TO BUSINESS CLIENTS,ONLINE INSURANCE AGENCY,COMMERCIAL LENDING BROKERAGE,SEARCH ENGINE OPTIMIZATION

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-11