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Duell Financial Strategies
Duell Financial Strategies designs holistic financial plans where purpose determines placement rather than simply selling investments. As advisors held to...
Overview
Duell Financial Strategies designs holistic financial plans where purpose determines placement rather than simply selling investments. As advisors held to the fiduciary standard of care, they are free to choose investments and solutions that best fit each client's needs for a dream retirement lifestyle. They offer a Retirement Lifestyle Review and help clients with retirement planning, wealth accumulation, estate planning, and charitable giving.
General information
Firm type
Multi Family Office
Location
City
Appleton
Principals
Sam Duell
Founder and lead investment advisor
Andrea "Andi" Schooler Duell
Co-Owner and Investment Advisor Representative
Luke Van Abel
Advisor
Lake La Chapelle
Advisor
Tracy Resch
Client Services Coordinator
Rebecca Heilman
Client Services Coordinator
Sloane Verhagen
Director of First Impressions
Karen A. Farlow
Client Services Coordinator
Frequently asked questions
How is Duell Financial Strategies related to any parent or related vehicle?
No parent firm, spinout, or affiliated vehicle has been publicly identified. The firm operates independently with no known ties to larger financial institutions. Public records do not indicate any such relationships.
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