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Kristen L Mckeown

Investment adviser representative at Apollon Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$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

13 years in the industry.

  1. Apollon Wealth Management, LLCFeb 2018 to now
  2. Michael DolbergMay 2013 to Feb 2018

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 2 states (NC, SC).

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
4795840
Firm CRD
291902
Advisor's SEC record (opens in a new tab)
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