Stacie Renae Nemetz
Investment adviser representative at Apella Wealth
23 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
23 years in the industry.
- Apella WealthJul 2022 to now
- Apella Capital, LLCJul 2022 to now
- N.R. Smith and AssociatesJan 2018 to Jul 2022
- Cetera Advisor NetworksApr 2017 to Aug 2019
- Ocm Investments, LLCApr 2004 to Mar 2017
- Oaktree Capital ManagementJun 2003 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (CT, TX, WA).
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
- 4796055
- Firm CRD
- 171106