DUELL FINANCIAL STRATEGIES

DUELL FINANCIAL STRATEGIES of APPLETON, WI is an SEC-registered investment adviser (CRD 140283).

Registration

• CRD: 140283
• Type: Registered investment adviser
• Location: 4190 BOARDWALK CT, APPLETON, WI, 54914
• Phone: 920-832-3720
• Latest filing: 2026-03-23
• Clients: 4

Business model

Compensation: % of AUM, Fixed.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140283 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search