John Stephen Kinzer

CFP

Apollon Financial, LLC

38 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Apollon Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

833 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$890.4M

Fee Structure

Financial Planning:Investment management only

Location

1321 Generals Hwy Ste 300, Crownsville, MD, 21032

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

John operates under the DBA CenterPoint Wealth Advisors for his LPL business since 2010. He also acts in a fiduciary capacity for The Drake-Kinzer Wealth Management 401k, dedicating minimal time, and Drake-Kinzer Wealth Management LLC is a business entity for tax/investment purposes.