John Surenkamp

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

• 06/2016 → 04/2022
  Spirit Halloween Superstores, Llc
  Boulder, CO
• 09/2020 → 01/2026
  Investment Adviser Representative
  Boulder, CO
• 01/2026 → Present
  Apollon Wealth Management, Llc
  Charleston, SC

Previous Registrations

• 2021-05-28 → 2026-02-09
  Sage Advisors Llc
  Boulder, CO
  Indianapolis, IN
  Boulder, CO

Other Businesses

Position Title: President/Owner; Name of outside business: Sage Annuities LLC; Is the business investment related: Yes; Location of the business: 421 Pine Street Boulder Colorado 80302 United States; Description of the business: The company sells fixed and indexed annuities. ; Responsibilities Duties: Selling and administration of fixed and indexed annuities.; Start date with business: 2021-03-24; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-28