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Laura Carlson

Apella Wealth

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About Laura Carlson

Laura Carlson is a Registered Representative and Investment Advisor Representative with Apella Wealth. Laura is a Personal Financial Specialist and has been in the industry since October 2011. Laura has experience providing financial planning services. Apella Wealth is an investment advisor firm with offices in Olympia, WA and West Hartford, CT. Apella Wealth has been serving clients since 2022 and manages more than $3 billion in assets for its clients.

Firm Information

Laura Carlson 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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Laura Carlson’s Registration & Firm History

WA

07/07/2022 - Present

Apella Wealth (OLYMPIA WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Carlson.
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