Milo F. Hanke

HANKE & APOLONIO WEALTH ADVISORS LLC

San Francisco, CA 94108-4729

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CRD#: 1221718

Professional summary

Milo Fischer Hanke, CFP® is a registered financial advisor currently at HANKE & APOLONIO WEALTH ADVISORS LLC located in San Francisco, California.

Milo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Milo has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Milo Hanke, Sole Proprietor - Non-Investment Related - Cincinnati, Ohio - Real Estate Rental - Started 12/03/2003 - 2 Hours Per Month/0 Hours During Securities Trading - Real Estate Rentals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milo Fischer Hanke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

March 14, 2017 - Present

HANKE & APOLONIO WEALTH ADVISORS LLC

Office #1: 177 Post Street, Suite 800, San Francisco, CA 94108-4729

RIA

CRD#: 285315

San Francisco, CA

Past

December 31, 1997 - March 10, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN FRANCISCO, CA

Past

September 6, 1991 - March 10, 2017

LPL FINANCIAL LLC

CRD#: 6413

SAN FRANCISCO, CA

Past

May 5, 1989 - September 4, 1991

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

Past

January 18, 1989 - June 30, 1992

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

February 4, 1985 - September 4, 1991

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

SAN FRANCISCO, CA

Past

December 22, 1983 - February 14, 1985

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HANKE & APOLONIO WEALTH ADVISORS LLC

HANKE & APOLONIO WEALTH ADVISORS LLC | HANKE & CO. WEALTH MANAGEMENT, LLC

CRD#: 285315 / SEC#: 801-131700

RIA

Registered Investment Advisory firm - (1/6/2025 Approved)

California

Registered Investment Advisory firm - (2/28/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (1/29/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(3/17/2017)

IAR

Texas
(3/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/22/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/1992

General Securities Principal Examination

Current Firm

HANKE & APOLONIO WEALTH ADVISORS LLC

HANKE & APOLONIO WEALTH ADVISORS LLC | HANKE & CO. WEALTH MANAGEMENT, LLC

CRD#: 285315 / SEC#: 801-131700

RIA

Registered Investment Advisory firm - (1/6/2025 Approved)

California

Registered Investment Advisory firm - (2/28/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (1/29/2025 Terminated)

Texas

Registered Investment Advisory firm - (1/29/2025 Terminated)

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Contact information

Main Address

177 Post Street, Suite 800, San Francisco, CA 94108-4729

Mailing Address

Phone number

(415) 781-6300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HANKE & APOLONIO WEALTH ADVISORS LLC - FORM ADV PART 2A & 2B (7/3/2025)

Regulatory assets under management

Total Number of Accounts	256
AUM (Assets Under Management)	$ 145,392,648

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Milo F. Hanke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milo Fischer Hanke's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

PROTECTED INVESTORS OF AMERICA

CAPITAL BROKERAGE CORPORATION

PROTECTED INVESTORS OF AMERICA

FINANCIAL PLANNERS EQUITY CORPORATION

Primary Firm SEC Registration

HANKE & APOLONIO WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/1989

SIE

Date: 3/10/2017

Series 7

Date: 12/17/1983

Series 24

Date: 3/2/1992

Current Firm

HANKE & APOLONIO WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HANKE & APOLONIO WEALTH ADVISORS LLC

TRUST BUT VERIFY

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