Lyndsi Grace Stender

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

• 11/2019 → 06/2024
  Vista Capital Partners
  Portland, OR
• 04/2018 → 11/2019
  Aldrich
  Lake Oswego, OR
• 09/2013 → 03/2018
  Ferguson Wellman Capital Partners
  Portland, OR
• 06/2024 → 03/2025
  Ellevest
  Beaverton, OR
• 04/2025 → Present
  Motley Fool Wealth Management, Lllc
  Alexandria, VA
• 04/2026 → Present
  Apollon Wealth Management, Llc
  Mount Pleasant, SC

Previous Registrations

• 2025-04-10 → 2026-04-20
  Motley Fool Wealth Management, Llc
  Beaverton, OR
  Alexandria, VA
• 2024-06-24 → 2025-03-19
  Ellevest
  Beaverton, OR
  New York, NY
• 2019-11-19 → 2024-06-10
  Vista Capital Partners, Inc.
  Portland, OR

Designations

• Certified Financial Planner

Other Names

• Lyndsi Grace Fink
• Lyndsi Stender