Nicholas Glen Daniels
Investment adviser representative at Apollon Wealth Management, LLC
11 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
11 years in the industry.
- Apollon Wealth Management, LLCNov 2022 to now
- Tree City AdvisorsJun 2020 to now
- CostcoOct 2020 to Feb 2021
- CostcoMar 2020 to Jun 2020
- Bikes and BeansSep 2019 to Aug 2022
- Creative Financial Designs, Inc.Aug 2019 to May 2020
- Thrivent FinancialSep 2018 to Aug 2019
- Thrivent Investment Management IncJun 2018 to Aug 2019
- Spray 'n Coat PaintingJul 2017 to Aug 2018
- Renewal By AndersenAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6945356
- Firm CRD
- 291902