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Logan James Wetzel

Apella Wealth

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About Logan James Wetzel

Logan Wetzel is an investment advisor representative with Apella Wealth. Logan is registered with the state of Washington and Connecticut, and is also a licensed investment advisor in the state of Washington. Logan holds Series 7, Series 63, and Series 65 licenses. Prior to joining Apella Wealth, Logan worked at Vanguard Marketing Corporation.

Firm Information

Logan Wetzel 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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Logan Wetzel’s Registration & Firm History

WA

08/08/2022 - Present

Apella Wealth (Bellevue WA)

PA

09/29/2020 - 09/09/2021

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/06/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Logan James Wetzel.
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