Kirk Gerard Aguer
Investment adviser representative at Apollon Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$11.6BFirm assets
8 yearsFirm in business
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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
17 years in the industry.
- Apollon Wealth Management, LLCAug 2022 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2022 to now
- Raymond James & Associates, Inc.Jun 2017 to Aug 2022
- Morgan Stanley Smith BarneyJun 2009 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4641265
- Firm CRD
- 291902