Stacie Renae Nemetz

Employer firm

Apella Wealth CRD 171106

$11.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2003 → 03/2017
  Oaktree Capital Management
  Los Angeles, CA
• 04/2004 → 03/2017
  Ocm Investments, Llc
  Los Angeles, CA
• 04/2017 → 08/2019
  Cetera Advisor Networks
  Agoura Hills, CA
• 01/2018 → 07/2022
  N.R. Smith And Associates
  Olympia, WA
• 07/2022 → Present
  Apella Capital, Llc
  Tacoma, WA

Previous Registrations

• 2019-09-17 → 2023-01-23
  Nr Smith And Associates, P.S.
  Olympia, WA
• 2017-05-25 → 2019-09-10
  Cetera Wealth Services, Llc
  Los Angeles, CA
  Tacoma, WA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-23
• S63 Uniform Securities Agent State Law Examination
  2013-07-19

Designations

• Certified Financial Planner

Other Names

• Stacie Renae Smith
• Stacie Renae Nemetz