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JK
CFP
JK
CFP

John Kinzer

Apollon Financial, LLC
39 Years of Experience
Crownsville, MD
Broker
View SEC Summary
View SEC Summary

John Kinzer is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in Crownsville, MD, with 39 years of industry experience. John 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
—
View Full SEC Brochure

Location

1321 Generals Highway, Suite 300, Crownsville, MD, 21032

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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

John operates under the DBA CenterPoint Wealth Advisors for his LPL business since 2010. He also acts in a fiduciary capacity for The Drake-Kinzer Wealth Management 401k, dedicating minimal time, and Drake-Kinzer Wealth Management LLC is a business entity for tax/investment purposes.

Employment History
Current Registrations
Apollon Financial, LLC
August 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
LPL Financial LLC
June 2020 - November 2025 · 5 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
April 2010 - June 2020 · 10 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2010 - June 2020 · 10 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - April 2010 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
August 1994 - January 2008 · 13 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
February 1993 - January 2008 · 14 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1990 - September 1992 · 1 yr 10 mos
The Stuart-James Company, IncorporatedBroker
May 1987 - November 1990 · 3 yrs 6 mos
State Registrations32 states
AKALARAZCACOCTDCDEFLGAIDILKSMAMDMEMIMNNCNHNJNYORPASCTNTXVAWIWVWY
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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