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111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-20 |
Branch Locations
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464 • United States
3960 Hillside Drive #201, Delafield, WI 53018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Senglaub Financial | Delafield | WI | 02/2013 | 01/2020 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2026 | Present |
| Sagepoint Financial | Delafield | WI | 08/2014 | 12/2019 |
| Independent Financial Group | Delafield | WI | 01/2020 | 12/2022 |
| Independent Financial Group, Llc | Delafield | WI | 11/2023 | 04/2026 |
| Unemployed | Summitt | WI | 01/2023 | 10/2023 |
| Apollon Wealth Management, Llc | Mount Pleasant | SC | 04/2026 | Present |
1. Apollon Wealth Management d/b/a Senglaub Financial. Investment related. At registered location. RIA. Financial advisor. Start date: 04/2026. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. Start date: 04/2026. 20 hrs/month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Senglaub Family Limited Partnership. Not investment related. At registered location. Real estate. Member. Start date: 01/2000. 5 hrs/month; none during trading hours. Just an entity that holds property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-30 |
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