Duell Financial Strategies registers with the SEC (Appleton, WI)

New SEC-registered adviser · CRD 140283 · 801-137439 · effective 2026-10-05

Effective 2026-10-05. 4 employees (4 advisory), $319M regulatory AUM across 1583 accounts. Notice-filed in WI. Limited Liability Company (WI).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.