Updated:
Duell Financial Strategies
Duell Financial Strategies designs holistic financial plans where purpose determines placement rather than simply selling investments. As advisors held to the...
Duell Financial Strategies
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
Who runs investment decisions at Duell Financial Strategies?
The firm has not publicly named any principals or investment professionals. Without disclosed leadership, it is not possible to determine who makes capital allocation decisions. Public records contain no information on the firm's governance or investment committee.
Which sectors does Duell Financial Strategies explicitly avoid?
The firm has not publicly stated any sector exclusions. Without a website or published materials, investment preferences are not observable. Standard multi-family offices often avoid sectors considered controversial or volatile, but this is speculative.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: