Insights

Market Niche Duell Financial Strategies targets clients seeking personalized retirement planning with a focus on principal preservation and financial security, presenting an opportunity to offer tailored financial products and advanced advisory services that align with their conservative investment approach.

Regional Focus As a Wisconsin-registered firm with a small team, there is potential to expand regional service offerings, introduce localized financial workshops, and develop community-based partnerships to strengthen client relationships and attract additional wealth management opportunities.

Growth Potential With revenues ranging from $10 million to $25 million and a lean team, Duell Financial Strategies may be receptive to scalable digital services, portfolio analytics tools, and marketing automation solutions designed to enhance operational efficiency and client engagement.

Competitive Position Despite operating in a competitive landscape dominated by large firms like Charles Schwab and Fidelity, Duell’s personalized service model emphasizes trust and customization, highlighting opportunities for premium advisory offerings and differentiated client experiences.

Technology Adoption The company’s current technology stack includes common web tools and security features, indicating potential for advanced integrations such as client portal enhancements, secure digital communication platforms, and financial planning software to improve service delivery and client satisfaction.

Duell Financial Strategies Tech Stack

Duell Financial Strategies uses 8 technology products and services including Twemoji, jQuery, Swiper, and more. Explore Duell Financial Strategies's tech stack below.

  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • HSTS
    Security
  • Magnific Popup
    Web Tools And Plugins

Media & News

Duell Financial Strategies's Email Address Formats

Duell Financial Strategies uses at least 1 format(s):
Duell Financial Strategies Email FormatsExamplePercentage
FLast@duellstrategies.comJDoe@duellstrategies.com
30%
FMiddleLast@duellstrategies.comJMichaelDoe@duellstrategies.com
20%
FLast@duellstrategies.comJDoe@duellstrategies.com
30%
FMiddleLast@duellstrategies.comJMichaelDoe@duellstrategies.com
20%

Frequently Asked Questions

Where is Duell Financial Strategies's headquarters located?

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Duell Financial Strategies's main headquarters is located at N9654 County Road North, Suite 5. The company has employees across 1 continents, including North America.

What is Duell Financial Strategies's official website and social media links?

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Duell Financial Strategies's official website is duellstrategies.com and has social profiles on LinkedIn.

What is Duell Financial Strategies's NAICS code?

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Duell Financial Strategies's NAICS code is 52 - Finance and Insurance.

How many employees does Duell Financial Strategies have currently?

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As of December 2025, Duell Financial Strategies has approximately 5 employees across 1 continents, including North America. Key team members include Founder: S. D.Family Chief Financial Officer: L. V. A.Business Owner: A. S.. Explore Duell Financial Strategies's employee directory with LeadIQ.

What industry does Duell Financial Strategies belong to?

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Duell Financial Strategies operates in the Financial Services industry.

What technology does Duell Financial Strategies use?

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Duell Financial Strategies's tech stack includes TwemojijQuerySwiperjQuery MigrateGoogle MapsPHPHSTSMagnific Popup.

What is Duell Financial Strategies's email format?

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Duell Financial Strategies's email format typically follows the pattern of FLast@duellstrategies.com. Find more Duell Financial Strategies email formats with LeadIQ.

When was Duell Financial Strategies founded?

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Duell Financial Strategies was founded in 2000.

Duell Financial Strategies

Financial ServicesWisconsin, United States2-10 Employees

At Duell Financial Strategies, we understand the importance of achieving financial independence and strive to provide that independence to all our clients. We work with you to thoroughly understand your goals and dreams and help you realize them. Together, we create a retirement defined by your needs and desires.

We seek to provide you with investment methods and techniques that help to preserve principal through financial security. We believe in a steady path without excessive risk or potentially inconsistent returns. Our goal is a retirement strategy aligned with your lifestyle.

Investment advisory services offered though Duell Financial Strategies, LLC, a Wisconsin-Registered Investment Adviser. Duell Financial Strategies does not provide legal or tax advice. Investment Adviser Representatives of Duell Financial Strategies may only conduct business with residents of the states and jurisdictions in which they are properly registered. Insurance and annuity products are sold through Duell Financial Strategies.

Section iconCompany Overview

Headquarters
N9654 County Road North, Suite 5
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Duell Financial Strategies's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Duell Financial Strategies's revenue is estimated to be in the range of $10M$25M

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