Evelyn M. Zohlen
Professional summary
Evelyn Marie Zohlen, CFP®, who also goes by Evelyn Marie D'amico, Evelyn Mz D'amico, Evelyn Zohlen, Evelyn Marie Zohlen Webster, is a registered financial advisor currently at APELLA WEALTH located in Huntington Beach, California.
Evelyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Evelyn has worked at 3 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Evelyn Marie Zohlen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
July 20, 2023 - Present
APELLA WEALTH
Office #1: 5011 Argosy Ave Suite 7, Huntington Beach, CA 92649July 16, 2003 - November 6, 2023
INSPIRED FINANCIAL
August 3, 1998 - July 12, 2002
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
APELLA WEALTH
CRD#: 171106 / SEC#: 801-79650
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/20/2023)
(7/20/2023)
(6/11/2025)
Exams
Current Firm
APELLA WEALTH
CRD#: 171106 / SEC#: 801-79650
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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