Apella Wealth
Logan Wetzel is a Senior Portfolio Analyst at Apella Wealth, a position held since August 2021, and previously served as a Portfolio Analyst and Client Relationship Manager within the same organization. Prior experience includes working as an Asset Transfer Specialist at Vanguard from August 2020 to August 2021 and as a Marketing Communications Intern at Sarian Strategic Partners at HighTower from May 2019 to May 2020. Logan Wetzel holds a Bachelor of Arts degree in Economics from Villanova University, having graduated in 2019.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.