Gretchen J. Carr

APOLLO WEALTH MANAGEMENT

WOOSTER, OH 44691

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CRD#: 7695774

Professional summary

Gretchen Joanna Carr, who also goes by Gretchen Joanna Stell, is a registered financial advisor currently at APOLLO WEALTH MANAGEMENT located in Wooster, Ohio.

Gretchen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Gretchen has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gretchen Joanna Stell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Star Strategies, LLC; Yes Investment Related; 5022 Canaan Center Rd, Wooster, OH 44691; Insurance Sales; Position: Financial Advisor; START DATE: 09/2015; Approx. 160 hours a month; Approx. 0 hours during trading; Insurance Sales and Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen Joanna Carr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 27, 2025 - Present

APOLLO WEALTH MANAGEMENT

Office #1: 5022 Canaan Center Rd, Wooster, OH 44691

RIA

CRD#: 334251

WOOSTER, OH

Past

March 29, 2023 - February 14, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Wooster, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(1/27/2025)

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Exams

Current Firm

APOLLO WEALTH MANAGEMENT

APOLLO WEALTH MANAGEMENT | APOLLO WEALTH MANAGEMENT, LLC | APOLLO WEALTH MANAGEMENT LLC

CRD#: 334251 / SEC#:

Ohio

Registered Investment Advisory firm - (1/24/2025 Approved)

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Contact information

Main Address

5022 Canaan Center Rd, Wooster, OH 44691

Mailing Address

Phone number

(330) 345-5207

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gretchen J. Carr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gretchen Joanna Carr's CRS (Customer Relationship Summary).

Certified licenses

Experience

APOLLO WEALTH MANAGEMENT

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

APOLLO WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

APOLLO WEALTH MANAGEMENT

TRUST BUT VERIFY

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