Daniel Scott, financial advisor Springfield MO

Daniel Scott

CRD Number: 1324019
Current Firm: Apollon Wealth Management, LLC

Daniel Scott (CRD# 1324019) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Springfield, MO and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Apollon Wealth Management, LLC Springfield, MO Jan 2020 - Current 4
Cascade Financial Management Denver, CO Dec 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Daniel A. Scott
Phone Number: 843-579-0018
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    3,363
    MILLIONS
  • Total Number of Accounts
    11,192
    ACCOUNTS
  • Average Account Value
    $300,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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