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AS

Andrea M. Schooler

DUELL FINANCIAL STRATEGIES
APPLETON, WI 54914
Some features on this profile are disabled
CRD#: 4976504
AS

Professional summary

Andrea Marie Schooler, who also goes by Andrea Schooler-duell, is a registered financial advisor currently at DUELL FINANCIAL STRATEGIES located in Appleton, Wisconsin.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrea has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrea Schooler-Duell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INDEPENDENT INSURANCE AGENT; INVESTMENT-RELATED; INSURANCE SALES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Marie Schooler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 28, 2015 - Present

DUELL FINANCIAL STRATEGIES

Office #1: 4190 Boardwalk Ct, Appleton, WI 54914
RIA
CRD#: 140283
APPLETON, WI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(5/28/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/11/2015
Uniform Investment Adviser Law Examination

Current Firm

DF
DUELL FINANCIAL STRATEGIES
DUELL FINANCIAL STRATEGIES | FUTURES SO BRITE | FSB, LLC | DUELL FINANCIAL STRATEGIES, LLC

CRD#: 140283 / SEC#:

Wisconsin
Registered Investment Advisory firm - (5/17/2006 Approved)
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Contact information

Main Address
4190 Boardwalk Ct, Appleton, WI 54914
Mailing Address
Phone number
(920) 832-3720
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DUELL FINANCIAL STRATEGIES

CRD#: 140283Appleton, WI 54914

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