Stacie R. Nemetz
Professional summary
Stacie Renae Nemetz, AIF®, CFP®, who also goes by Stacie Renae Nemetz Ms., Stacie Renae Smith, is a registered financial advisor currently at APELLA WEALTH located in Tacoma, Washington.
Stacie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Stacie has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stacie Renae Nemetz's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
July 5, 2022 - Present
APELLA WEALTH
Office #1: 934 Broadway Suite Lle, Tacoma, WA 98042September 17, 2019 - January 23, 2023
NR SMITH AND ASSOCIATES, P.S.
May 25, 2017 - September 10, 2019
CETERA WEALTH SERVICES, LLC
May 1, 2017 - September 10, 2019
CETERA WEALTH SERVICES, LLC
June 19, 2013 - March 14, 2017
OCM INVESTMENTS, LLC
Primary Firm SEC Registration
APELLA WEALTH
CRD#: 171106 / SEC#: 801-79650
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/5/2022)
(7/8/2025)
(7/5/2022)
Exams
Current Firm
APELLA WEALTH
CRD#: 171106 / SEC#: 801-79650
Contact information
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,172 |
| AUM (Assets Under Management) | $ 7,953,076,688 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 03/29/2024 | ||
| 04/30/2023 |
Red Flags
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