# Duell Financial Strategies

Duell Financial Strategies is a Multi Family Office based in Appleton.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Appleton
- **Assets under management:** Undisclosed
- **Website:** duellstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/duell-financial-strategies

## Regulatory record

- **CRD number:** 140283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140283

## About

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.

## People

- 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

## 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.

## Related profiles

- [Drach Advisors](https://altss.com/profile/drach-advisors-llc)

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Last updated: 2026-08-11T15:06:35.052Z

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