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Alan David Holman

Apollon Wealth Management, LLC

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About Alan David Holman

Alan David Holman is a financial advisor with Apollon Wealth Management, LLC. Alan has been in the industry for over 20 years and holds Series 7 and Series 63 licenses as well as the SIE exam. Alan is also a Certified Financial Planner and has extensive experience in providing financial advice to individuals and families. Alan focuses on providing financial planning, pension consulting and portfolio management.

Firm Information

Alan Holman is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Holman’s Registration & Firm History

CO

01/01/2025 - Present

Apollon Wealth Management, LLC (DENVER CO)

CO

12/06/2011 - 12/31/2020

CASCADE FINANCIAL MANAGEMENT, INC. (DENVER CO)

CO

01/08/2010 - 10/17/2011

GENEOS WEALTH MANAGEMENT, INC. (GREENWOOD VILLAGE CO)

CO

08/09/2006 - 01/04/2010

CG BROKERAGE L.L.C. (GREENWOOD VILLAGE CO)

OH

02/10/2005 - 10/10/2005

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

AZ

06/11/1998 - 02/02/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MO

04/15/1998 - 05/26/1998

FIRST SPRINGFIELD SECURITIES, INC. (SPRINGFIELD MO)

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Licenses & Designations

BC

Issued 07/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Alan David Holman. Review regulatory record here.
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