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Lake Paul La chapelle

Duell Financial Strategies

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About Lake Paul La chapelle

Lake Paul La chapelle is an Investment Advisor Representative at Duell Financial Strategies in APPLETON, WI. Lake has been in the industry since March 2017 and has a Series 65 license. Lake also has a current registration as an Investment Advisor Representative in Wisconsin. Lake has previous experience working as an Independent Insurance Agent in Appleton, WI selling life insurance. Lake has worked at Duell Financial Strategies since August 2021 and has been employed at the firm in Appleton, WI since May 2023.

Firm Information

Lake La chapelle is currently registered with Duell Financial Strategies. 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.

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.

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Lake La chapelle’s Registration & Firm History

WI

05/08/2023 - Present

Duell Financial Strategies (APPLETON WI)

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Licenses & Designations

IA

Issued 03/08/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lake Paul La chapelle.
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