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Laura Carlson

Apella Wealth

Olympia, WA

West Hartford, CT

CRD 7526691

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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

AuthorityCategoryStatusDate
CT RA APPROVED 2022-07-07
WA RA APPROVED 2022-07-07
  • CT RA
    APPROVED
    Since 2022-07-07
  • WA RA
    APPROVED
    Since 2022-07-07

Branch Locations

711 Capital Way, S Suite 201, Olympia, WA 98501 • 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
Nr Smith & Associates, P.S. Olympia WA 10/2011 07/2022
Apella Capital, Llc Olympia WA 07/2022 Present
  • 10/2011 → 07/2022
    Nr Smith & Associates, P.S.
    Olympia, WA
  • 07/2022 → Present
    Apella Capital, Llc
    Olympia, WA
Previous Registrations
  • 2022-03-29 → 2023-01-23
    Nr Smith And Associates, P.S.
    Olympia, WA
Designations
  • Personal Financial Specialist

View on SEC IAPD

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Nearby Investors

JODI KAY CARLTON
ALEXANDER BOYD YOUNG
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Nearby Offices

MORGAN STANLEY · Olympia, WA
&PARTNERS · Olympia, WA
TRINITY CAPITAL MANAGEMENT, LLC · Olympia, WA

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