Duell Financial Strategies Employee Directory

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.

Find Duell Financial Strategies employees' phone numbers or email addresses

Duell Financial Strategies Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Duell Financial Strategies's Leadership

  • Stylized image of a person
    S. D.
    Founder
    Phone icon
  • Stylized image of a person
    L. V. A.
    Family Chief Financial Officer
    Phone icon
  • Stylized image of a person
    A. S.
    Business Owner
    Phone icon
  • Stylized image of a person
    C. E.
    Director Of First Impressions
    Phone icon
  • Stylized image of a person
    E. F.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    R. L.
    Director Of Public Relations
    Phone icon
  • Stylized image of a person
    L. L. C.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    K. F.
    Client Services Coordinator
    Phone icon

Contact profiles from Duell Financial Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. V. A.
    Family Chief Financial Officer
    Phone icon
    Aug 12, 2025
  • Stylized image of a person
    A. S.
    Business Owner
    Phone icon
    United StatesWisconsin
    Oct 17, 2025
  • Stylized image of a person
    S. D.
    Founder
    Phone icon
    Oct 17, 2025
  • Stylized image of a person
    C. E.
    Director Of First Impressions
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    E. F.
    Director Of Operations
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    R. L.
    Director Of Public Relations
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    L. L. C.
    Financial Advisor
    Phone icon
    United StatesWisconsin
    Oct 17, 2025
  • Stylized image of a person
    K. F.
    Client Services Coordinator
    Phone icon
    Oct 21, 2025
  • Stylized image of a person
    T. R.
    Administrative
    Phone icon
    United StatesWisconsin
    Nov 14, 2025

Frequently Asked Questions

What is Duell Financial Strategies known for?

Minus sign iconPlus sign icon
Duell Financial Strategies was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in N9654 County Road North, Suite 5. Explore Duell Financial Strategies's company overview page for more information.

What is Duell Financial Strategies's most common email format?

Minus sign iconPlus sign icon
Duell Financial Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Duell Financial Strategies email formats with LeadIQ.

How many employees does Duell Financial Strategies have currently?

Minus sign iconPlus sign icon
Duell Financial Strategies has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Duell Financial Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Duell Financial Strategies's key employees include:

  • Founder: S. D.
  • Family Chief Financial Officer: L. V. A.
  • Business Owner: A. S.
  • Director Of First Impressions: C. E.
  • Director Of Operations: E. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.