Duell Financial Strategies

Duell Financial Strategies (CRD# 140283) is a financial advisory firm headquartered in Appleton, WI. They manage $48,032,560 in 348 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $138,025
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Duell Financial Strategies
Showing 1 - 3 of 3 top financial advisors.
1
Samuel F. Duell
CRD#: 4440609
2700 Vernon Drive, Green Bay, WI 54304
93
Wealthminder
score

Samuel Duell (CRD# 4440609) is an Investment Advisor Representative working at Duell Financial Strategies in Green Bay, WI and has over 15 years of experience in the finance industry.

2
Andrea M. Schooler
CRD#: 4976504
N9654 County Road N, Suite 5, Appleton, WI 54915
88
Wealthminder
score

Andrea Schooler (CRD# 4976504) is an Investment Advisor Representative working at Duell Financial Strategies in Appleton, WI and has 1 year of experience in the finance industry.

3
Luke J. Vanabel
CRD#: 6466712
N9654 County Road N, Suite 5, Appleton, WI 54915
88
Wealthminder
score

Luke Vanabel (CRD# 6466712) is an Investment Advisor Representative working at Duell Financial Strategies in Appleton, WI and has 1 year of experience in the finance industry.

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