Robert Joseph Ruelle
Investment adviser representative at Apollon Financial, LLC
29 yearsExperience
1 stateRegistered in
ChFC®Designation
$1.4BFirm 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
29 years in the industry.
- LPL Financial, LLCAug 2025 to now
- Apollon Financial, LLCDec 2024 to now
- Apollon Wealth ManagementDec 2024 to now
- Matthew HeckmannMar 2023 to Dec 2024
- Northwestern Mutual Investment Services LLCMar 2023 to Dec 2024
- The Milwaukee CompanyFeb 2023 to Mar 2023
- Fidelity InvestmentsJan 2023 to Feb 2023
- UnemployedJul 2022 to Dec 2022
- Bleakley Financial GroupDec 2019 to Jul 2022
- Northwestern Mutual Investment Services, LLCMar 2016 to Nov 2019
- Northwestern Mutual Wealth Management CompanyFeb 2014 to Nov 2019
- Northwestern MutualJan 1997 to Dec 2019
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WI).
Apollon Financial, LLC
$1.4BAssets managed
1,258Clients
20Advisers
4 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
- 3079403
- Firm CRD
- 321217