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Kyle A Foresman

Apollon Wealth Management, LLC

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About Kyle A Foresman

Kyle Foresman is a financial professional with over 23 years of experience in the industry. Kyle has a wide range of experience, having worked with firms like LPL Financial LLC, NRP Financial, Inc., Citigroup Global Markets Inc., and Fifth Third Securities, Inc. Kyle currently works with Apollon Wealth Management, LLC and has been registered with them since June 22, 2023. Kyle is also registered as an investment advisor representative in Illinois. Kyle's specialties include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Kyle Foresman 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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Kyle Foresman’s Registration & Firm History

IL

06/22/2023 - Present

Apollon Wealth Management, LLC (CHICAGO IL)

IL

11/30/2010 - 08/31/2023

LPL FINANCIAL LLC (NORTHBROOK IL)

IL

03/13/2009 - 11/30/2010

NRP FINANCIAL, INC. (WILMETTE IL)

IL

05/29/2007 - 04/02/2009

CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)

IL

09/05/2003 - 05/29/2007

CITICORP INVESTMENT SERVICES (CHICAGO IL)

OH

07/09/2001 - 09/03/2003

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

OH

07/03/2000 - 07/06/2001

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

IA

Issued 02/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle A Foresman.
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