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Dana Greathouse

Apollon Wealth Management, LLC
13 Years of Experience
Springfield, MO
1 Disclosure
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Dana Greathouse is a registered investment advisor at Apollon Wealth Management, LLC, based in Springfield, MO, with 13 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 8,389 clients with $12B in assets under management.

Apollon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
8,389 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiable and range up to 2.00% annually based on the size and complexity of the relationship, services rendered, and time commitment. Accounts using Direct Indexing or CJ Lawrence strategies are subject to additional percentage fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4411 E. Sunshine, Suite B, Springfield, MO, 65809

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History

Regulatory History (1)
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Financial
August 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Apollon Wealth Management, LLC
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Cascade Financial Management, INC.
May 2019 - February 2021 · 1 yr 9 mos
The Milestone Group, INC.
April 2016 - May 2019 · 3 yrs 1 mo
Prospera Financial Services, INC.
July 2013 - March 2016 · 2 yrs 8 mos
First Allied Advisory Services, INC.
January 2013 - May 2013 · 4 mos
State Registrations1 state
MO
Advisor

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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