Advisors at this firm
John C
Series 65
Lake Linden, MI
APO Financial Services, LLC
John Croze is a financial advisor with APO Financial Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to his advisory career, he spent 30 years with the Public Schools of Calumet. He serves as treasurer and a board member of RCL Inc., a nonprofit organization involved in charitable giving and community events. APO Financial Services, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, business entities, and retirement plans. The firm customizes portfolios using fundamental, technical, and cyclical analysis across various asset classes and serves both individual and institutional clients.
Kerry M
CFP®, Series 65
Franklin, TN
APO Financial Services, LLC
Kerry Morris is a CFP® professional with 17 years of industry experience, currently serving at APO Financial Services, LLC since 2020. He previously worked at Horter Investment Management, LLC and has been associated with Assurance Financial Partners since 2008. In addition to his advisory role, Morris is co-owner of HonorShield, LLC, where he mentors and trains insurance agents on longevity care planning. APO Financial Services, LLC serves individuals, business entities, and pension/profit-sharing plans, providing discretionary portfolio management, financial planning, and retirement-account advice. The firm customizes portfolios using fundamental, technical, and cyclical analysis across various asset classes and manages most accounts on a discretionary basis.
Johnny G
Series 65
Westminster, CO
APO Financial Services, LLC
Johnny Goodhue is a financial advisor at APO Financial Services, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at APO Financial Services since 2019, with prior experience at Horter Investment Management LLC and Asset Protect One Inc. Outside of his advisory role, Goodhue serves as president of Asset Protect One, Inc., an insurance and annuity sales business. APO Financial Services, LLC serves individual, business, and pension clients, providing discretionary portfolio management, financial planning, and retirement-account advice. The firm customizes portfolios using fundamental, technical, and cyclical analysis and manages most accounts on a discretionary basis.
