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Paul Wayne Dunckel

Syman-Degler Group, LLC

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About Paul Wayne Dunckel

Paul Dunckel is a financial advisor with over 20 years of experience. Paul is a Certified Financial Planner and works with individuals, high net worth individuals, corporations, and pension and profit sharing plans. Paul currently works at Syman-Degler Group, LLC. He is licensed in California and Oregon. Paul specializes in financial planning, pension consulting, and portfolio management. Paul's previous experience includes working at Aronberg Goldgehn Davis & Garmisa in Chicago, Illinois.

Firm Information

Paul Dunckel is currently registered with Syman-Degler Group, LLC. Syman-Degler Group, LLC is a financial advisory firm with a focus on financial planning, pension consulting, and portfolio management for both individuals and high-net-worth clients. They manage over $39 million in assets for approximately 384 clients, including individuals, high-net-worth individuals, and pension plans. The firm also assists clients with selecting other advisors and offers educational seminars.

$39.69M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Dunckel’s Registration & Firm History

OR

12/18/2024 - Present

Syman-Degler Group, LLC (EUGENE OR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Wayne Dunckel.
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