Duell Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Duell Financial Strategies serves individual clients and provides investment advice, financial planning support, and referrals to third‑party money managers. The firm reports managing about $319 million in client assets on a discretionary basis and discloses that it receives solicitor fees as part of certain referral arrangements with sub‑advisers.
The firm’s investment approach is grounded in fundamental analysis and a predominantly long‑term orientation, with occasional short‑term holdings; recommendations are made based on clients’ risk tolerance, time horizon, and objectives. When clients engage a recommended sub‑adviser, that manager typically has discretionary authority to trade the account while Duell Financial monitors performance, assists with communications, and reviews accounts on a regular schedule.
Compared with many peers, Duell Financial discloses two relatively uncommon practices: it offers impersonal educational seminars and workshops at no charge, and its owners or associates may act as independent insurance agents and earn commissions on insurance products. The brochure emphasizes the firm’s selective solicitor relationships — recommending only sub‑advisers that agree to compensate the firm — and notes its recent application for SEC registration and related disclosures about conflicts of interest.
Client services
Expertise
Main office
4190 Boardwalk Ct
Appleton WI 54914
Advisors at this office
4
Most active in
Wisconsin
Also doing business as
Duell Financial Strategies · Duell Financial Strategies, LLC · Fsb, LLC · Futures So Brite
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrea S
Series 65
Appleton, WI
Duell Financial Strategies
Andrea Schooler is a financial advisor at Duell Financial Strategies in Appleton, WI, holding a Series 65 designation with 11 years of industry experience. She has been with Duell Financial Strategies, formerly FSB, LLC, since 2014. In addition to her advisory role, she is an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm’s investment approach focuses on fundamental analysis with a primarily long-term orientation, tailoring recommendations to clients’ risk tolerance, time horizon, and objectives.
Samuel D
Series 63, Series 65
Appleton, WI
Duell Financial Strategies
Samuel Duell is the principal advisor at Duell Financial Strategies with 20 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns and manages a business offering fixed insurance products. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and follows a fundamentally based, long-term investment approach tailored to clients’ risk tolerance and objectives.
Lake L
Series 65
Appleton, WI
Duell Financial Strategies
Lake La Chapelle is a financial advisor at Duell Financial Strategies in Appleton, WI, with three years of industry experience. He holds a Series 65 designation and has prior work experience at Family First Life and Vector Marketing. Additionally, he operates as an independent insurance agent focusing on life insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning support, and referrals to third-party money managers. The firm manages approximately $319 million in discretionary client assets and employs a fundamental, primarily long-term investment approach tailored to clients’ risk tolerance and objectives.
Luke V
Series 65
Appleton, WI
Duell Financial Strategies
Luke Vanabel is a financial advisor at Duell Financial Strategies with 11 years of industry experience. He holds a Series 65 designation and has been with Duell Financial Strategies since 2015. Outside of his advisory role, he is also an independent insurance agent involved in insurance sales. Duell Financial Strategies serves individual clients by providing investment advice, financial planning, and referrals to third-party money managers. The firm manages approximately $319 million in client assets and employs a fundamental, long-term investment approach tailored to clients’ risk tolerance and objectives.
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