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Duane Earl Goodell

Optimum Wealth LLC

Keene, NH

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Current Employers
Optimum Wealth Llc

310 Marlboro Street, Keene, NH 03431 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-01-13
  • NH RA
    APPROVED
    Since 2017-01-13

Branch Locations

310 Marlboro Street, Keene, NH 03431 • 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
Triad Advisors, Inc. Swanzey NH 01/2000 01/2017
Optimum Wealth Llc Keene NH 01/2017 Present
Optimum Financial Llc Keene NH 01/2000 Present
  • 01/2000 → 01/2017
    Triad Advisors, Inc.
    Swanzey, NH
  • 01/2017 → Present
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-04-11
  • S63 Uniform Securities Agent State Law Examination
    1996-04-11

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