Manuel Apolonio (CRD# 5770968) is an Investment Advisor Representative working at Hanke & Company Wealth Management, LLC in San Francisco, CA and has over 7 years of experience in the finance industry. Manuel Apolonio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hanke & Company Wealth Management LLC | San Francisco, CA | May 2019 - Current | 4 |
| Hanke & Company Wealth Management LLC | San Francisco, CA | Jun 2016 - May 2019 | 2 |
| Lpl Financial | San Francisco, CA | Nov 2014 - Mar 2017 | 2 |
| Hanke & Company Wealth Management LLC | San Francisco, CA | Nov 2014 - Jun 2016 | 1 |
| Tec Leadership Institute | Starnberg, | Jan 2014 - Nov 2014 | < 1 |
| Starbucks | Munich, | Aug 2013 - Jan 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- CA
- HI
- LA
- TX
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts83ACCOUNTS
-
Average Account Value$1,163,842
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, HI, LA, TX
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