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John Leonard Croze

APO Financial Services, LLC

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About John Leonard Croze

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.

Firm Information

John Croze is currently registered with APO Financial Services, LLC. APO Financial Services, LLC is an investment advisor located in Westminster, CO. The firm provides financial planning, portfolio management for individuals, and pension consulting services. They have 8 licensed agents and 8 investment advisor representatives. APO Financial Services manages approximately $100,278,222 in assets for 918 clients, primarily individuals and businesses.
APO Financial Services, LLC

10155 WESTMOOR DRIVE

WESTMINSTER, CO 80021-2627

$100.28M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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John Croze’s Registration & Firm History

MI

01/01/2025 - Present

APO Financial Services, LLC (LAURIUM MI)

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Licenses & Designations

IA

Issued 10/02/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Leonard Croze.
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