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Luis Alberto Salinas

Investment adviser representative at Apella Wealth
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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

11 years in the industry.

  1. Apella WealthApr 2025 to now
  2. LPL Financial, LLCMay 2024 to now
  3. Northwestern Mutual Wealth Management CompanyFeb 2016 to May 2024
  4. Northwestern Mutual Investment Services LLCJan 2015 to May 2024
  5. Northwestern Mutual Life Insurance CompanyJan 2015 to May 2024

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (CT, 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
6425033
Firm CRD
171106
Advisor's SEC record (opens in a new tab)
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