Raymond Michael 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

• 03/2015 → 12/2021
  Goldman Sachs Personal Financial Management
  Indianapolis, IN
• 02/2022 → 01/2026
  Sage Advisors, Llc
  Boulder, CO
• 01/2026 → Present
  Apollon Wealth Management, Llc
  Charleston, SC

Previous Registrations

• 2022-03-15 → 2026-02-09
  Sage Advisors Llc
  Boulder, CO
  Indianapolis, IN
  Indianapolis, IN
• 2015-03-27 → 2021-12-23
  United Capital Financial Advisors
  Indianapolis, IN
• 1994-01-14 → 2015-05-28
  Cs Capital Management Inc
  Indianapolis, IN

Other Businesses

I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-06
• S63 Uniform Securities Agent State Law Examination
  1981-12-10

Designations

• Certified Financial Planner