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Stacie Renae Nemetz

Apella Wealth

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About Stacie Renae Nemetz

Stacie Renae Nemetz is a financial advisor with Apella Wealth. Stacie has over 15 years of experience in the financial services industry. Stacie is registered with the state of Washington and Connecticut.

Firm Information

Stacie Nemetz is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Stacie Nemetz’s Registration & Firm History

WA

07/05/2022 - Present

Apella Wealth (OLYMPIA WA)

WA

05/01/2017 - 09/10/2019

CETERA ADVISOR NETWORKS LLC (TACOMA WA)

CA

06/19/2013 - 03/14/2017

OCM INVESTMENTS, LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 05/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacie Renae Nemetz.
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