AUMdb
EM

Evelyn Marie Zohlen

CRD 3059782 Certified Financial Planner

Firms

FirmRoleAs of
Apella Capital, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Ownership stakes

  • Apella Capital, Llc
    Trustee The Mark Louis Prendergast And Evelyn Marie Zohlen Family Trust · Less than 5% · Oct 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗