Best Investors Account Sign in
Inactive

Logan James Wetzel

Apella Wealth

Bellevue, WA

West Hartford, CT

Claim This Profile
Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-08-08
WA RA APPROVED 2022-08-08
  • CT RA
    APPROVED
    Since 2022-08-08
  • WA RA
    APPROVED
    Since 2022-08-08

Branch Locations

2821 Northup Way Suite 250, Bellevue, WA 98004 • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 08/2020 08/2021
Villanova University Villanova PA 08/2015 05/2020
Sarian Strategic Partners Wayne PA 05/2019 03/2020
Apella Wealth Bellevue WA 08/2021 Present
  • 08/2020 → 08/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 08/2015 → 05/2020
    Villanova University
    Villanova, PA
  • 05/2019 → 03/2020
    Sarian Strategic Partners
    Wayne, PA
  • 08/2021 → Present
    Apella Wealth
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-06
S63 Uniform Securities Agent State Law Examination 2020-10-07
  • S65 Uniform Investment Adviser Law Examination
    2022-08-06
  • S63 Uniform Securities Agent State Law Examination
    2020-10-07
Other Names
  • Logan Wetzel

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor