Advisor at Eckelberg Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Eckelberg Financial, Inc.
Location
Phoenix, AZ
Credentials
Series 65
Industry experience
17 years
Duane Eckelberg is the principal of Eckelberg Financial, Inc. in Phoenix, AZ, with 17 years of experience in financial advisory services. He holds a Series 65 designation and previously worked at Cetera for 10 years. In addition to his advisory role, he has served as president of Eckelberg & Wienshienk, PC, a certified public accounting firm, since 1996. Eckelberg Financial provides customized financial planning and advisory services to individuals, trusts, estates, and charitable organizations. The firm delivers advice on an hourly basis without managing client assets or accepting custody, focusing on fundamental analysis and a long-term investment approach tailored to each client’s objectives and risk tolerance.
Based on Eckelberg Financial, Inc.
$250 per hour, negotiable
Fee-only: $250 per hour, negotiable
Phoenix, AZ
Arizona
Eckelberg Financial, Inc.
2019 - Present (7 years)
Cetera
2007 - 2017 (10 years)
Eckelberg & Wienshienk, PC
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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