DF
ChFC
DF
ChFC

Daniel Foxen

39 Years of Experience
Hinsdale, IL
1 DisclosureBrokerSells Insurance

Daniel Foxen is a ChFC-designated registered investment advisor at Apollon Financial, LLC, based in Hinsdale, IL, with 39 years of industry experience. Daniel 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.

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
—
Loading...

Location

15 Spinning Wheel Road, Suite 129, Hinsdale, IL, 60521

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2006
Settled
Other Business ActivitiesSells Insurance

Daniel sells life insurance and long-term care insurance through Foxen Financial, spending minimal time on this. He also provides investment advisory services through Apollon Financial and Foxen Financial, dedicating full-time hours to these activities.

Employment History
Current Registrations
Apollon Financial, LLC
March 2023 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
LPL Financial LLC
December 2025 - April 2026 · 4 mos
LPL Financial LLC
September 2009 - June 2023 · 13 yrs 9 mos
Mutual Service Corporation
May 2002 - September 2009 · 7 yrs 4 mos
Mutual Service CorporationBroker
January 1998 - September 2009 · 11 yrs 8 mos
New England SecuritiesBroker
January 1987 - January 1998 · 11 yrs
State Registrations33 states
ARAZCACOCTDEFLGAIAILINKSKYLAMAMDMIMNMOMSNCNHNJNYOHPRSCTNTXVAWAWIWV
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.
More Advisors
Daniel Foxen - Financial Advisor | TrueAdvisor