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APEX Wealth Services Employee Directory

Financial ServicesIndiana, United States2-10 Employees

APEX Wealth Services is a financial services firm that emphasizes holistic financial planning and investment management. Rather than focusing solely on investment performance, the firm assesses a family's or business's broader goals and needs to guide financial decisions. Its approach seeks to help clients build wealth, manage assets, generate retirement income, and preserve a legacy for future generations. Headquartered in Carmel, Indiana, the firm serves individuals and small businesses through a broad advisory and wealth-management offering. It operates with Cetera Wealth Services for securities and Cetera Investment Advisers for advisory services and provides a no-cost Get Acquainted Consultation to assess how it may support a client's financial life.

Find APEX Wealth Services employees' phone numbers or email addresses

APEX Wealth Services Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

APEX Wealth Services's Leadership

  • Chief Compliance Officer at APEX Wealth Services
    N. S.
    Chief Compliance Officer
    Mobile Phone
  • Owner Financial Advisor at APEX Wealth Services
    J. Z.
    Owner Financial Advisor
    Mobile Phone
  • Registered Representative at APEX Wealth Services
    C. W.
    Registered Representative
    Mobile Phone

APEX Wealth Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from APEX Wealth Services

Name
Title
Contact
Location
Last Update
  • Owner Financial Advisor at APEX Wealth Services
    J. Z.
    Owner Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Chief Compliance Officer at APEX Wealth Services
    N. S.
    Chief Compliance Officer
    Mobile Phone
    Sep 01, 2026
  • Registered Representative at APEX Wealth Services
    C. W.
    Registered Representative
    Mobile Phone
    Sep 01, 2026

Frequently Asked Questions

What is APEX Wealth Services known for?

Minus sign iconPlus sign iconAPEX Wealth Services was founded in 1991 and operates in the Financial Services industry. You can contact APEX Wealth Services's main corporate office by phone at
+1-317-243-****
. Explore APEX Wealth Services's company overview page for more information.

What is APEX Wealth Services's most common email format?

Minus sign iconPlus sign iconAPEX Wealth Services employees' email format typically follows the pattern of First@fsaadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more APEX Wealth Services email formats with LeadIQ.

How many employees does APEX Wealth Services have currently?

Minus sign iconPlus sign iconAPEX Wealth Services has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are APEX Wealth Services's key employees and leadership?

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As of August 2026, APEX Wealth Services's key employees include:

  • Chief Compliance Officer: N. S.
  • Owner Financial Advisor: J. Z.
  • Registered Representative: C. W.

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