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CFP

Martin Beck

Apollon Financial, LLC
40 Years of Experience
Naperville, IL
Broker
View SEC Summary
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Martin Beck is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in Naperville, IL, with 40 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,258 clients with $1.4B in assets under management.

Apollon Financial, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,258 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Naperville, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Martin operates his LPL business through Granite Investment Group, Inc. He also owns 3000 Woodcreek LLC, a real estate rental business, and is an investment advisor representative (IAR) with Apollon Financial LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Apollon Financial, LLC
September 2024 - Present · 2 yrs 1 mo
LPL Financial LLCBroker
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
LPL Financial LLC
July 2007 - January 2025 · 17 yrs 6 mos
Chase Investment Services CORP.Broker
July 2005 - July 2007 · 2 yrs
Chase Investment Services CORP.
July 2005 - July 2007 · 2 yrs
Banc One Securities CorporationBroker
February 1999 - July 2005 · 6 yrs 5 mos
Banc One Securities Corporation
February 1999 - July 2005 · 6 yrs 5 mos
First Chicago Nbd Investment Services, INC.Broker
March 1992 - February 1999 · 6 yrs 11 mos
Gary-Wheaton Investment Services, INC.Broker
January 1989 - February 1992 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1988 - October 1988 · 6 mos
Sherwood Capital, INC.Broker
February 1987 - May 1988 · 1 yr 3 mos
First Jersey Securities, INC.Broker
January 1986 - January 1987 · 1 yr
State Registrations16 states
AZCAFLGAILINMIMONCNENVNYSCTXWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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