Alan David Holman
Investment adviser representative at Apollon Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Apollon Wealth Management, LLCJan 2021 to now
- Alan Holman CfpJan 2010 to now
- Cascade Financial ManagementDec 2011 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CO).
Apollon Wealth Management, LLC
$11.6BAssets managed
8,389Clients
144Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3019671
- Firm CRD
- 291902