Duane Goodell is a registered investment advisor at Optimum Wealth LLC, based in Keene, NH, with 29 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
310 Marlboro Street, Keene, NH, 03431
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Duane is a member and broker at Optimum Financial LLC, focusing on insurance, life, and health, dedicating about half their time to this. Duane also owns Retirement Analyzer and Optimum Financial LLC Business Resources & Services, spending about 10-20% of their time and about a quarter of their time on each, respectively.
Employment History
Current Registrations
Optimum Wealth LLC
Previous Registrations
Triad Advisors, INC.
Triad Advisors, INC.Broker
Money Concepts Capital CORPBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.