Dana Greathouse

Employer firm

Apollon Wealth Management, LLC CRD 291902

$11.6B regulatory AUM 197 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2016 → 05/2019
  The Milestone Group, Inc.
  Denver, CO
• 05/2019 → 02/2021
  Cascade Financial Management Inc
  Springfield, MO
• 01/2021 → Present
  Apollon Wealth Management, Llc
  Springfield, MO

Previous Registrations

• 2019-05-30 → 2021-02-12
  Cascade Financial Management, Inc.
  Denver, CO
  Denver, CO
• 2016-04-15 → 2019-05-15
  Bok Financial Private Wealth, Inc.
  Denver, CO
• 2013-07-22 → 2016-03-18
  Prospera Financial Services, Inc.
  Dallas, TX
  Eureka, CA
• 2013-01-03 → 2013-05-16
  First Allied Advisory Services, Inc.
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-30
• S63 Uniform Securities Agent State Law Examination
  2003-05-14

Other Names

• Dana Dorene Williams
• Dana Dorene Greathouse