Logan Wetzel (CRD# 7288604) is an Investment Advisor Representative working at Apella Wealth in Bellevue, WA and has over 3 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Apella Capital, LLC | Bellevue, WA | Aug 2021 - Current | 2 |
The Vanguard Group, Inc. | Malvern, PA | Aug 2020 - Aug 2021 | 1 |
Villanova University | Villanova, PA | Aug 2015 - May 2020 | 4 |
Sarian Strategic Partners | Wayne, PA | May 2019 - Mar 2020 | < 1 |
Saline High School | Saline, MI | Aug 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CT
- WA
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Total Assets Under Management3,349MILLIONS
-
Total Number of Accounts8,605ACCOUNTS
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Average Account Value$389,195
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
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