Advisor at ApepA Advisors LLC
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Firm
ApepA Advisors LLC
Location
Traverse City, MI
Credentials
Series 65
Industry experience
< 1 year
Corey Kienholz is a financial advisor at ApepA Advisors LLC in Traverse City, MI, holding a Series 65 designation with one year of industry experience. Prior to founding ApepA Advisors, he worked for 27 years at The Home Depot, Inc. He is also a founding member and advisor to Blue Velocity LLC, a technology start-up. ApepA Advisors provides discretionary and non-discretionary portfolio management and investment consulting to individuals, families, and high-net-worth clients, focusing on diversified, low-cost index-based portfolios supported by fundamental and quantitative analysis. The firm offers a combination of asset-based advisory services and standalone educational and consulting engagements without performance-based fees or custody.
Fixed fees for investment consulting projects (details vary by engagement)
0.50% annually
Hourly fees up to $500 per hour
Account minimum: $50,000 Fee-only: Hourly fees up to $500 per hour, vary by engagement scope and complexity
Traverse City, MI
Michigan
ApepA Advisors LLC
2025 - Present (1 year)
Blue Velocity LLC
2021 - Present (5 years)
The Home Depot, Inc
1998 - 2025 (27 years)
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Other specialized services
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