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Michael Edward Lewis

Apollon Wealth Management, LLC

Mount Pleasant, SC

CRD 5904164

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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:

Current Employers
Apollon Wealth Management, Llc

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-04-20
FL RA APPROVED 2018-03-29
NC RA APPROVED 2018-02-23
SC RA APPROVED 2018-02-23
TX RA APPROVED 2018-02-23
  • GA RA
    APPROVED
    Since 2018-04-20
  • FL RA
    APPROVED
    Since 2018-03-29
  • NC RA
    APPROVED
    Since 2018-02-23
  • SC RA
    APPROVED
    Since 2018-02-23
  • TX RA
    APPROVED
    Since 2018-02-23

Branch Locations

111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2011 02/2018
Northwestern Mutual Investment Services, Llc Charleston SC 11/2011 02/2018
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2016 02/2018
Apollon Wealth Management, Llc Charleston SC 02/2018 Present
Apollon Insurance Group Charleston SC 02/2018 Present
  • 03/2011 → 02/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2011 → 02/2018
    Northwestern Mutual Investment Services, Llc
    Charleston, SC
  • 02/2016 → 02/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2018 → Present
    Charleston, SC
  • 02/2018 → Present
    Apollon Insurance Group
    Charleston, SC
Other Businesses

1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-03-08
  • S63 Uniform Securities Agent State Law Examination
    2012-03-08
Designations
  • Certified Financial Planner

View on SEC IAPD

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