Brett Nowatske

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

• 07/2018 → 04/2026
  Independent Financial Group, Llc
  Delafield, WI
• 07/2018 → Present
  Senglaub Financial Group
  Delafield, WI
• 09/2013 → 05/2018
  Full Time Student
  Minneapolis, MN
• 04/2026 → Present
  Apollon Wealth Management, Llc
  Mount Pleasant, SC

Previous Registrations

• 2023-10-25 → 2026-04-20
  Independent Financial Group, Llc
  Delafield, WI

Other Businesses

(1) THE SENGLAUB FINANCIAL GROUP POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/30/2023 ADDRESS: 3960 Hillside Dr., Ste. 201, Delafield WI 53018, United States DESCRIPTION: ADMINISTRATIVE DUTIES. TRINITY LUTHERAN CHURCH POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/17/2025 ADDRESS: 314 Barrie St, Fort Atkinson WI 53538, United States DESCRIPTION: I am on a committee of 8 individuals monitoring cash flows of the church. Matching deposits into church accounts and tracking them to charitable giving/ensuring proceeds reach their intended destination. Once a month I am also responsible for bringing the congregation's cash donations on that Sunday from the church to the bank, on behalf of the church.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-23

Designations

• Certified Financial Planner