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Bahman Kusha Barzideh

Apollon Wealth Management, LLC

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About Bahman Kusha Barzideh

Bahman Barzideh is an investment advisor representative with Apollon Wealth Management, LLC, located in Barrington, Illinois. Bahman has over 20 years of experience in the financial services industry. Bahman holds a Series 6, 7, 24, 63, and 65 securities licenses. Bahman specializes in financial planning, portfolio management, and retirement planning. In addition to working at Apollon Wealth Management, LLC, Bahman also works as a consultant helping people with budgeting.

Firm Information

Bahman Barzideh 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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Bahman Barzideh’s Registration & Firm History

IL

06/29/2023 - Present

Apollon Wealth Management, LLC (BARRINGTON IL)

IL

04/29/2011 - 02/16/2018

TRIAD ADVISORS LLC (CRYSTAL LAKE IL)

IL

11/12/2009 - 05/02/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (CRYASTAL LAKE IL)

CA

12/11/2004 - 10/02/2009

METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)

CA

01/27/2003 - 12/11/2004

METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)

CA

12/10/2001 - 01/27/2003

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 03/12/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/2011

Series 24 - General Securities Principal Examination

BC

Issued 02/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bahman Kusha Barzideh.
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