As a Financial Advisor, Duane’s primary objective is to create a financial plan for those he works with, with the end goal being the accumulation of wealth while working to put risk management strategies in place.
When working with his clients, Duane tries to make sure his recommendations meet these three criteria: they must be logical; affordable; and within your comfort level.
Duane is a Financial Advisor with Waddell & Reed and a CERTIFIED FINANCIAL PLANNER™ professional. He began his financial advising career in 2010 after a career in the civil engineering field and holds a Bachelors of Science degree in Civil Engineering from Oregon Institute of Technology. He believes his analytical background coupled with a passion for people provides him a comprehensive combination of skills that allow him to be proactive, engaged with clients’ needs and think outside the box when addressing concerns or problems.
He has built a practice predicated on developing, building and maintaining lasting relationships with his clients. Together, you will assess your current monetary position, explore your financial goals and manage your finances going forward. Duane strives to provide clear, easily understood explanations of financial products, financial services and financial concepts. The personalized plan that is built - as a team - can provide the roadmap to a more independent financial future.
To serve his clients, Duane holds the following licenses and registrations:
Series 7 – General Securities Representatives
Series 66 – Uniform Combined State Law
Life and Health insurance licenses.
He has also earned his CERTIFIED FINANCIAL PLANNER™ certification in August of 2016.
Duane can assist you in any of the below areas.
- Financial Planning
- Insurance (Life, Health, Disability, Long-Term Care)
- Fee-Based Accounts
- Individual Retirement Accounts
- Business Retirement Plans
In addition he is always happy to provide you with referrals for practitioners in related industries as needed.
DUANE J. SILBERNAGEL, CFP® : TAKING PLANNING PERSONALLY.
Waddell & Reed is not affiliated with any other entities referenced. 02/19