Apo Financial Services, LLC

Apo Financial Services, LLC (CRD# 297647) is a financial advisory firm headquartered in Westminster, CO. They manage $132,436,623 in 1,130 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $117,201
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, MI, MO, NC, NV, TN, UT, WA

Financial Advisors at Apo Financial Services, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Johnny M. Goodhue
CRD#: 5677825
10155 Westmoor Drive, Suite 175, Westminster, CO 80021

Johnny Goodhue (CRD# 5677825) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has over 10 years of experience in the finance industry.

2
Kerry R. Morris
CRD#: 5591864
3401 Mallory Lane, Suite 100, Franklin, TN 37067

Kerry Morris (CRD# 5591864) is an Investment Advisor Representative working at Apo Financial Services, LLC in Franklin, TN and has over 15 years of experience in the finance industry.

3
Katie L. Prosser
CRD#: 6728311
10155 Westmoor Drive, Suite 125, Westminster, CO 80021

Katie Prosser (CRD# 6728311) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has over 7 years of experience in the finance industry.

4
Eric L. Scott
CRD#: 2707074
10155 Westmoor Drive, Suite 125, Westminster, CO 80021

Eric Scott (CRD# 2707074) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has over 25 years of experience in the finance industry.

5
John L. Croze
CRD#: 7820094
10155 Westmoor Drive, Suite 125, Westminster, CO 80021

John Croze (CRD# 7820094) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has 1 year of experience in the finance industry.

6
Scott L. Mallernee
CRD#: 7237045
10155 Westmoor Drive, Suite 125, Westminster, CO 80021

Scott Mallernee (CRD# 7237045) is an Investment Advisor Representative working at Apo Financial Services, LLC in Westminster, CO and has over 4 years of experience in the finance industry.

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