Duell Financial Strategies

Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. She has been with Duell Financial Strategies, formerly known as FSB, LLC, since 2014. In addition to her advisory role, she is also an independent insurance agent involved in insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, offering a broad range of securities and fundamental analysis. The firm serves individual clients and complements its advisory services with insurance products through its associates.

Samuel Duell is a financial advisor with Duell Financial Strategies in Appleton, WI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Duell Financial Strategies since 2014 and operates the firm, which was previously known as Futures So Brite before 2011. Duell Financial Strategies serves individual clients by providing financial planning advice and referring assets to third-party money managers while also offering insurance products through its associates. The firm engages in fundamental analysis and monitors managed accounts frequently but does not act as a custodian or prepare regular account reports.

Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with two years of industry experience. His background includes roles at Family First Life and Vector Marketing, and he also works as an independent insurance agent specializing in life insurance sales. Duell Financial Strategies provides financial planning and refers client assets to third-party money managers, serving individual clients through fundamental securities analysis and offering insurance products via its associates. The firm monitors managed accounts regularly but does not act as a custodian or prepare account reports.

Luke Vanabel is a financial advisor with Duell Financial Strategies in Appleton, WI, holding a Series 65 designation and 10 years of industry experience. He has been with Duell Financial Strategies since 2015. Vanabel is also an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing financial planning advice and referring assets to third-party money managers, while also offering insurance products through its associates. The firm uses fundamental analysis in its advisory process and monitors client accounts managed by sub-advisers without acting as a custodian itself.