DFX Intelligence

Data Factory

RIA / WealthAdvisor25 years in industry

SAMUEL FLETCHER DUELL

Advisor at DUELL FINANCIAL STRATEGIES

APPLETON, WI | GREEN BAY, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:22444010-45e1-4bc3-7e23-d92b83738dc2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DUELL FINANCIAL STRATEGIES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 20, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Sep 20, 2001
First registration: Jan 3, 2005
Dual registered: no
IAPD individual key: 4440609

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DUELL FINANCIAL STRATEGIES	State registered	Nov 13, 2025	n/a	yes	APPLETON, WI\|GREEN BAY, WI	Current employment
WEBER WEALTH MANAGEMENT, LLC	n/a	May 14, 2009	Jul 6, 2011	no	GREEN BAY, WI	Previous registration
DUELL FINANCIAL STRATEGIES	State registered	May 17, 2006	Dec 31, 2010	no	APPLETON, WI	Previous registration
KCD FINANCIAL, INC.	Independent wealth	Jan 3, 2005	Jan 3, 2005	no	APPLETON, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEBER WEALTH MANAGEMENT, LLC	DUELL FINANCIAL STRATEGIES	Jul 6, 2011	Nov 13, 2025	5,244	Firm change after gap	Other
DUELL FINANCIAL STRATEGIES	WEBER WEALTH MANAGEMENT, LLC	Dec 31, 2010	May 14, 2009	-596	Firm change after gap	Other
KCD FINANCIAL, INC.	DUELL FINANCIAL STRATEGIES	Jan 3, 2005	May 17, 2006	499	Firm change after gap	Other

Relationships

Registered with (3)

→ DUELL FINANCIAL STRATEGIESRegistered adviserregistration: previous registration
May 17, 2006 to Dec 31, 2010factForm ADV
→ WEBER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 14, 2009 to Jul 6, 2011factForm ADV
→ KCD FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 3, 2005 to Jan 3, 2005factForm ADV

Dated events

No dated event names this entity yet.