Unclaimed
Luke James Vanabel is a registered investment advisor representative in Wisconsin. Luke is associated with Duell Financial Strategies. Luke has been in the securities industry since January 2011 and with Duell Financial Strategies since March 2015. Luke is a Series 65 licensed advisor and holds a Uniform Investment Adviser Law Examination license. Luke has been recognized for the following specializations: Portfolio Management for Individuals and Portfolio Management for Individual Retirement Accounts. The Duell Financial Strategies branch office location for Luke is in Appleton, WI, with a second location in Green Bay, WI.
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
03/24/2015 - Present
Duell Financial Strategies (APPLETON WI)
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Luke Vanabel is the right advisor for you? Invested Better is here to help.