Investment adviser representative · Duell Financial Strategies
Lake P. La Chapelle
CRD 6726402 · Appleton, WI
At a glance
Lake P. La Chapelle is an investment adviser representative with Duell Financial Strategies in Appleton, WI, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Duell Financial StrategiesSince January 2026Appleton, WI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Lake’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Duell Financial Strategies
- Samuel F. DuellAppleton
- Andrea M. SchoolerAppleton
- Luke J. VanabelAppleton
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