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Financial ADVSR advisor directory · SEC adviser records

Duell Financial Strategies financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Duell Financial Strategies office in Wisconsin, by city and A to Z.

The short answer

3 registered advisors work at Duell Financial Strategies in Wisconsin, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Appleton (3). 0 list the CFP designation and 0 are also registered broker representatives.

Duell Financial Strategies advisors by city in Wisconsin

Every firm in Wisconsin →

Appleton 3

Duell Financial Strategies advisors in Wisconsin, A to Z

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Questions

How many Duell Financial Strategies financial advisors are in Wisconsin?

3 investment adviser representatives are registered at Duell Financial Strategies offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Duell Financial Strategies have the most advisors?

Appleton, with 3. Duell Financial Strategies has advisors in 1 city in Wisconsin.

How do I check a Duell Financial Strategies advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Duell Financial Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.