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Kathleen Sidley Parks

Apella Wealth

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About Kathleen Sidley Parks

Kathleen Sidley Parks has been working in the financial services industry since 1996. Kathleen is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed to provide investment advice in Connecticut and Tennessee. She is currently registered with Apella Wealth. Previously, Kathleen worked at Securities America, Inc. and Guardian Investor Services Corporation. Kathleen is an experienced financial advisor who provides financial planning and portfolio management services to individuals and businesses.

Firm Information

Kathleen Parks is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Kathleen Parks’s Registration & Firm History

CT

07/12/2017 - Present

Apella Wealth (WEST HARTFORD CT)

TN

01/20/1999 - 12/31/2010

SECURITIES AMERICA, INC. (KNOXVILLE TN)

NY

05/29/1996 - 01/28/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/28/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/28/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Sidley Parks.
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