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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Fletcher Duell is a financial advisor with Duell Financial Strategies, a firm that has been serving clients since 2001. Samuel has been in the financial services industry since 2001 and has worked at several firms prior to joining Duell Financial Strategies. Samuel Duell is a Registered Investment Advisor in Wisconsin. Samuel is also a Series 6 and Series 63 licensed representative. Samuel Duell specializes in providing financial services to individuals and other investment advisors. Samuel Duell's firm has a history of working with clients of all types, including individuals, insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Duell Financial Strategies offers fixed fees, percentage of assets, and other compensation arrangements. They provide financial planning, educational seminars, and selection of other advisors as financial services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
05/17/2006 - Present
Duell Financial Strategies (APPLETON WI)
WI
05/03/2004 - 08/12/2005
KCD FINANCIAL, INC. (GREEN BAY WI)
MN
02/12/2002 - 12/01/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CO
09/28/2001 - 02/11/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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