Lake La Chapelle (CRD# 6726402) is an Investment Advisor Representative working at Duell Financial Strategies in Appleton, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Duell Financial Strategies | Appleton, WI | May 2023 - Current | < 1 |
Duell Financial Strategies | Appleton, WI | Aug 2021 - Current | 2 |
Family First Life | Green Bay, WI | Jan 2021 - Aug 2021 | < 1 |
Vector Marketing / Cutco Cutlery | Appleton, WI | Mar 2017 - Jan 2021 | 3 |
Uncle Sams Works | Green Bay, WI | May 2015 - Mar 2017 | 1 |
Packer Pro Shop | Green Bay, WI | May 2013 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- WI
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
WI
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