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Duell Financial Strategies

Headquartered in APPLETON, WI

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Firm Information

Duell Financial Strategies is a financial advisory firm with 4 licensed agents and investment advisor representatives. They provide educational seminars and select other advisors for clients.

Duell Financial Strategies

Not reported

Assets Under Management

715

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

DUELL FINANCIAL STRATEGIES has a total of 2 branch locations across the country.
location

APPLETON, WI

location

GREEN BAY, WI

Advisors at Duell Financial Strategies

View All 4 Advisors
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Lake Paul La chapelle

RA

APPLETON, WI

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Samuel Fletcher Duell

RA

APPLETON, WI

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Andrea Marie Schooler

RA

APPLETON, WI

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Luke James Vanabel

RA

APPLETON, WI

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Disclosures

There are no public disclosures for Duell Financial Strategies.

Frequently Asked Questions (5)

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