Jeffrey William Senglaub

Current Employers

Employment History

• 04/1986 → Present
  Executive Pension Design, Inc
  Mequon, WI
• 01/2009 → 01/2020
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 01/2020 → 03/2026
  Independent Financial Group
  Delafield, WI
• 04/2026 → Present
  Apollon Wealth Management D/B/A Senglaub Financial
  Delafield, WI
• 04/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-05-19 → 2026-04-20
  Independent Financial Group, Llc
  Delafield, WI

Other Businesses

1. Apollon Wealth Management d/b/a Senglaub Financial. Investment-Related. At Registered Location. RIA. IAR. 03/2026. 40 hrs/month. 40 hrs during securities hrs. Sales. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 03/2026. 10 hrs/month. 10 hrs during securities hrs. Provide insurance advice based on the needs of clients. 3. Fox River Acres, LLC. Not Investment-Related. At Registered Location. Recreational Property. Owner. 03/2017. 1 hr/month. 0 hrs during securities hrs. Recreational property for our family. 4. Hillcrest of Wisconsin, LLC. Not Investment-Related. At Registered Location. Real Estate Rental. Owner. 05/2000. 1 hr/month. 1 hr during securities hrs. Silent partner. 5. Executive Pension Design, Inc. Not Investment-Related. At Registered Location. Operating LLC. Owner. 01/2002. 1 hr/month. 0 hrs during securities hrs. 80% owner of business entity for tax and investment purposes. 6. JJ Mason, LLC. Not Investment-Related. At Registered Location. Real Estate. Owner. 01/2010. 1 hr/month. 0 hrs during securities hrs. 50% owner hunting land. 7. McSeng LLC. Not Investment-Related. 275 Glen Court, Briggsville, WI 53920. Real Estate. Owner. 01/1998. 1 hr/month. 0 hrs during securities hrs. 50% owner hunting land and home. 8. Senglaub Family Limited Partnership. Not Investment-Related. At Registered Location. Real Estate. Owner. 01/2000. 1 hr/month. 0 hrs during securities hrs. 50% owner of the business entity for tax and investment purposes - office building. 9. Marco Way LLC. Not Investment-Related. 36751 Hollyhock Woods Dr, Oconomowoc, Wisconsin 53066. Holding Company. Owner. 03/2024. 1 hr/month. 0 hrs during securities hrs. Minimal - pay taxes, utilities, annuals and general upkeep of the condo it holds. 10. Mackie Ventures LLC. Investment-Related. 36751 Hollyhock Woods Dr, Oconomowoc, Wisconsin 53066. Operating LLC. Owner. 10/2018. 1 hr/month. 0 hrs during securities hrs. Managing Member of LLC that holds personal investment portfolio.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-19
• S63 Uniform Securities Agent State Law Examination
  1981-07-18

Other Names

• Jeff Senglaub