John Leonard Croze

Employer firm

Apo Financial Services, LLC CRD 297647

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1993 → 06/2023
  Public Schools Of Calumet
  Calumet, MI
• 10/2023 → Present
  Apo Financial Services, Llc
  Westminster, CO
• 07/2023 → 10/2023
  Unemployed
  Lake Linden, MI
• 10/2023 → Present
  Asset Protect One, Inc. And Apo Financial Inc.
  Westminster, CO

Previous Registrations

• 2023-10-17 → 2025-12-31
  Apo Financial Services, Llc
  Westminster, CO
  Laurium, MI

Other Businesses

1). RCL INC.; NON-INVESTMENT RELATED; 42239 BOOTJACK ROAD, LAKE LINDEN, MICHIGAN, 49913; NON PROFIT FOR CHARITABLE GIVING; TREASURER AND BOARD OF DIRECTORS; OVERSEE, COORDINATE AND SUPERVISE YEARLY FUN RUN AND WALK FOR CHARITY EVENT; SINCE 06/2019; HOURS PER MONTH: HOURS DURING TRADING: 2). ASSET PROTECT ONE, INC. AND APO FINANCIAL INC.; INVESTMENT RELATED; 10155 WESTMOOR DRIVE, SUITE 175, WESTMINSTER, CO 80021; FIXED INSURANCE SALES; LICENSED INSURANCE PRODUCER; SINCE 10/2023; HOURS PER MONTH: 10 HOURS DURING TRADING: 5

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-02

Other Names

• John Croze