linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patricia Ann Erickson

Apollon Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patricia? Claim Your Profile

About Patricia Ann Erickson

Patricia Ann Erickson is an investment advisor representative registered with Apollon Wealth Management, LLC and has over 39 years of experience in the financial industry. Patricia Ann has a Series 7, 24, 63, 65, and SIE license. She is a registered investment advisor in Colorado and Puerto Rico. Patricia Ann specializes in retirement planning, portfolio management for individuals and pooled investment vehicles, and 529 plans. Previously, Patricia Ann was a Registered Representative at Cabot Lodge Securities LLC in Vieques, PR, and Cascade Financial Management, Inc. in Denver, CO.

Firm Information

Patricia Erickson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patricia Erickson’s Registration & Firm History

SC

10/18/2023 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

PR

12/04/2020 - 10/16/2023

CABOT LODGE SECURITIES LLC (Vieques PR)

CO

04/19/2002 - 12/31/2020

CASCADE FINANCIAL MANAGEMENT, INC. (BOULDER CO)

CO

05/28/1999 - 05/10/2002

CASCADE INVESTMENT GROUP, INC. (COLORADO SPRINGS CO)

MN

11/23/1983 - 06/24/1999

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NA

03/24/1988 - 10/22/1991

PIPER JAFFRAY INC.

Not sure if Patricia Ann Erickson is right for you?

Licenses & Designations

IA

Issued 12/18/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Patricia Ann Erickson. Review regulatory record here.
Not sure if Patricia Ann Erickson is right for you?