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Kramer James Croisant

Apella Wealth

West Hartford, CT

Lake Oswego, OR

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Current Employers
Apella Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-09-06
OR RA APPROVED 2024-09-06
  • CT RA
    APPROVED
    Since 2024-09-06
  • OR RA
    APPROVED
    Since 2024-09-06

Branch Locations

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

4900 Meadows Road Suite 130, Lake Oswego, OR 97035 • 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
Apella Wealth West Hartford CT 01/2021 Present
Neumann Curtis Cpas Portland OR 07/2020 01/2021
Unemployed Sisters OR 06/2020 07/2020
Barnett & Company Redmond OR 01/2020 05/2020
Mcgregor-Caverhill Cpas Bend OR 07/2019 12/2019
Unemployed Bend OR 04/2019 06/2019
Bgo Cpas Portland OR 11/2018 03/2019
Unemployed Bend OR 09/2018 10/2019
Vergepointe Lake Oswego OR 09/2016 08/2018
Rutherford Investment Management Portland OR 08/2016 09/2016
  • 01/2021 → Present
    Apella Wealth
    West Hartford, CT
  • 07/2020 → 01/2021
    Neumann Curtis Cpas
    Portland, OR
  • 06/2020 → 07/2020
    Unemployed
    Sisters, OR
  • 01/2020 → 05/2020
    Barnett & Company
    Redmond, OR
  • 07/2019 → 12/2019
    Mcgregor-Caverhill Cpas
    Bend, OR
  • 04/2019 → 06/2019
    Unemployed
    Bend, OR
  • 11/2018 → 03/2019
    Bgo Cpas
    Portland, OR
  • 09/2018 → 10/2019
    Unemployed
    Bend, OR
  • 09/2016 → 08/2018
    Vergepointe
    Lake Oswego, OR
  • 08/2016 → 09/2016
    Rutherford Investment Management
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-06
  • S65 Uniform Investment Adviser Law Examination
    2024-09-06

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
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