Duell Financial Strategies

Flat / fixed fees in Appleton, WI

State registeredNo commissions reported

Call (920) 832-3720 Send a message Map ↗

Public-record details

Address: 4190 Boardwalk CT, Appleton, WI 54914
Phone: (920) 832-3720
Listed under: Flat / fixed fees, % of assets managed
Legal name: Duell Financial Strategies, LLC
CRD number: 140283
Registration: State registered: WI
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $319.2 million
Accounts managed: 1,583
Clients reported (Form ADV 5.D): 616
Individual / high-net-worth clients: 462 / 154
Employees: 4
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-03

State registered (WI) investment adviser, CRD 140283, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 140283 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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