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CFP
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CFP

Glenn Drake

Apollon Financial, LLC
38 Years of Experience
Crownsville, MD
1 DisclosureBroker
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Glenn Drake is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in Crownsville, MD, with 38 years of industry experience. Glenn 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 (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
March 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Glenn operates his LPL business through CenterPoint Wealth Advisors and manages business entities GD3, Inc. and Drake-Kinzer Wealth Management LLC for tax/investment purposes. He also acts as a co-trustee for The Drake-Kinzer Wealth Management 401k, spending minimal time on this fiduciary role.

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
January 2026 - July 2026 · 6 mos
LPL Financial LLC
June 2020 - November 2025 · 5 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2010 - June 2020 · 10 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
April 2010 - June 2020 · 10 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - April 2010 · 2 yrs 3 mos
Wells Fargo Advisors, LLCBroker
January 2008 - April 2010 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.
July 1998 - January 2008 · 9 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
June 1990 - January 2008 · 17 yrs 7 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - June 1990 · 1 yr 1 mo
Drexel Burnham Lambert IncorporatedBroker
August 1988 - May 1989 · 9 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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