Diana Lynn Bacon
Investment adviser representative at Apella Wealth
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Apella WealthJan 2020 to now
- Apella Capital, LLCJan 2020 to now
- Bacon Financial Management, IncNov 2006 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, CT, TX).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3082742
- Firm CRD
- 171106