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Luke James Vanabel

Duell Financial Strategies

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About Luke James Vanabel

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.

Firm Information

Luke Vanabel 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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Luke Vanabel’s Registration & Firm History

WI

03/24/2015 - Present

Duell Financial Strategies (APPLETON WI)

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Licenses & Designations

IA

Issued 02/02/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke James Vanabel.
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