Evelyn Marie Zohlen

Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-06-11
CA	RA	APPROVED	2023-07-20
CT	RA	APPROVED	2023-07-20

TX RA
APPROVED

Since 2025-06-11
CA RA
APPROVED

Since 2023-07-20
CT RA
APPROVED

Since 2023-07-20

Branch Locations

949 South Coast Drive Suite 100, Costa Mesa, CA 92626 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Inspired Financial	Paoli	PA	04/2003	11/2023
Apella Wealth	West Hartford	CT	07/2023	Present

04/2003 → 11/2023

Inspired Financial

Paoli, PA
07/2023 → Present

Apella Wealth

West Hartford, CT

Previous Registrations

2003-07-16 → 2023-11-06

Inspired Financial

Garden Grove, CA

Huntington Beach, CA

Paoli, PA

Other Businesses

Provide pro bono financial planning to underprivileged community members, through various events offered through Financial Planning Association. -40 hours/year.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-09-08

S63 Uniform Securities Agent State Law Examination

1998-09-08

Designations

Certified Financial Planner

Other Names

Evelyn Marie Zohlen
Evelyn Marie D'AMico
Evelyn Marie Zohlen Webster
Evelyn Mz D'AMico
Evelyn Zohlen

View on SEC IAPD