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Lake Paul La Chapelle

Duell Financial Strategies

Appleton, WI

CRD 6726402

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Employer firm

Duell Financial Strategies CRD 140283

848 advisory clients

Reported services (Item 5G)

  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Duell Financial Strategies

4190 Boardwalk Ct, Appleton, WI 54914 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-21
  • WI RA
    APPROVED
    Since 2026-01-21

Branch Locations

4190 Boardwalk Ct, Appleton, WI 54914 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Duell Financial Strategies Appleton WI 05/2023 Present
Duell Financial Strategies Appleton WI 08/2021 Present
Family First Life Green Bay WI 01/2021 08/2021
Vector Marketing / Cutco Cutlery Appleton WI 03/2017 01/2021
Uncle Sams Works Green Bay WI 05/2015 03/2017
  • 05/2023 → Present
    Duell Financial Strategies
    Appleton, WI
  • 08/2021 → Present
    Duell Financial Strategies
    Appleton, WI
  • 01/2021 → 08/2021
    Family First Life
    Green Bay, WI
  • 03/2017 → 01/2021
    Vector Marketing / Cutco Cutlery
    Appleton, WI
  • 05/2015 → 03/2017
    Uncle Sams Works
    Green Bay, WI
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; APPLETON, WI; LIFE INSURANCE SALES; START: 03/2021; 2 HRS/WK DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-08
  • S65 Uniform Investment Adviser Law Examination
    2023-03-08

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
PRIVATE CLIENT SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

BRANDY LYNN DEBROUX
LEIGH ANN THERN
Matthew C Bush

Nearby Offices

MORGAN STANLEY · APPLETON, WI
PRIVATE CLIENT SERVICES, LLC · Appleton, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · APPLETON, WI

More in Appleton, WI

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