Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Schooler is an investment advisor representative at Duell Financial Strategies. Andrea has been in the industry since May 2014 and is registered with the state of Wisconsin. Andrea holds the Series 65 license and has experience providing investment advice to individuals and businesses. Andrea specializes in financial planning and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
05/28/2015 - Present
Duell Financial Strategies (APPLETON WI)
IA
Issued 05/11/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Andrea Schooler is the right advisor for you? Invested Better is here to help.
