Advisor at Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Apollon Wealth Management, LLC
Location
Boise, ID 83702
Credentials
Series 66
Industry experience
7 years
Nicholas Daniels is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Apollon Wealth Management, LLC and is also registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. His prior work experience includes roles at Thrivent Financial, Creative Financial Designs, Inc., and several other firms. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment strategies with local portfolio oversight, employing both fundamental and tactical approaches along with tax-aware tools and independent sub-managers.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.
Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.
Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)
1673 W Shoreline Dr., Suite 140
Boise, ID 83702
Idaho
Apollon Wealth Management, LLC
2022 - Present (4 years)
Costco
2020 - 2021 (1 year)
Tree City Advisors
2020 - Present (6 years)
Costco
2020 - 2020 (1 year)
Bikes and Beans
2019 - 2022 (3 years)
Creative Financial Designs, Inc.
2019 - 2020 (1 year)
Thrivent Financial
2018 - 2019 (1 year)
Thrivent Financial
2018 - 2018 (1 year)
Thrivent Investment Management Inc
2018 - 2019 (1 year)
Spray 'n Coat Painting
2017 - 2018 (1 year)
Renewal by Andersen
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
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