Daniel Aaron Scott

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

• 12/2005 → Present
  Cascade Financial Management
  Denver, CO
• 01/2020 → Present
  Apollon Wealth Management, Llc
  Springfield, MO

Previous Registrations

• 2010-02-02 → 2021-02-12
  Cascade Financial Management, Inc.
  Springfield, MO
  Springfield, MO

Other Businesses

1.) INDEPENDENT INSURANCE AGENT; SAME LOCATION 2.) DUES TERRA LLC, NON-INVESTMENT RELATED, 2257 E POWELL SPRINGFIELD MO 65804, PROPERTY RENTALS, LIMITED PARTNER, 10/2004, ONE HOUR PER YEAR/0 DURING TRADING HOURS, LLC ORGANIZED TO PURCHASE RENTAL PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-04-10
• S63 Uniform Securities Agent State Law Examination
  1984-12-04

Other Names

• Dan Aaron Scott