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John Leonard Croze is an investment advisor representative with Apo Financial Services, LLC. John has been in the industry since August of 1993 and has experience in working with both high net worth individuals and individuals other than high net worth. John Leonard Croze is currently registered as an investment advisor representative in Michigan. John's registration number is 7820094.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
APO Financial Services, LLC (LAURIUM MI)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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