Alan David Holman

CFP

Apollon Wealth Management, LLC

27 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Apollon Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

115 advisors

Number of Clients

6,762 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.7B

Fee Structure

Minimum Investment:$250K

Location

950 Seventeenth Street, Denver, CO, 80202

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History

Regulatory History (1)

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Judgment / Lien

August 2018

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Other Business ActivitiesSells Insurance

Alan operates under the DBA Alan Holman CFP and owns rental real estate since 2004, dedicating minimal time to it. He is also an independent representative with various insurance carriers for fixed products and owns ADH Wealth Management, a personal holding company, dedicating a few hours per week.

Employment History

Current Registrations

Apollon Wealth Management, LLC

February 2021 - Present · 5 yrs

Previous Registrations

Cascade Financial Management, INC.

December 2011 - February 2021 · 9 yrs 2 mos

Cascade Financial Management, INC.Broker

December 2011 - December 2020 · 9 yrs

Adrian & Associates INC

October 2011 - October 2011 · 0 mos

Adrian & Associates INC

March 2010 - September 2011 · 1 yr 6 mos

Geneos Wealth Management, INC.Broker

January 2010 - October 2011 · 1 yr 9 mos

Geneos Wealth Management, INC.

January 2010 - October 2011 · 1 yr 9 mos

Cg Brokerage L.L.C.Broker

August 2006 - January 2010 · 3 yrs 5 mos

Clifton Gunderson Wealth Management

February 2005 - January 2010 · 4 yrs 11 mos

Cap Pro Brokerage Services, INC.Broker

February 2005 - October 2005 · 8 mos

Adrian & Associates INC

January 1999 - December 2005 · 6 yrs 11 mos

Royal Alliance Associates, INC.Broker

June 1998 - February 2005 · 6 yrs 8 mos

First Springfield Securities, INC.Broker

April 1998 - May 1998 · 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.