RM
Robert A. Mauk
APOLLON WEALTH MANAGEMENT
Columbus, OH 43235
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CRD#: 1526376
RM
Professional summary
Robert Allan Mauk, CFP®, who also goes by Bob Mauk, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Columbus, Ohio.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Social Security Planning
Tax Planning
Insurance Planning
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Are you a "fiduciary"?
Yes
Aliases
Bob Mauk
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.
Summerfield XV Civic Association; Not Investment related; Pickerington, OH 43147; Home Owner's Association; President; Start date 06/01/2013; 1hr per month; Maintain the front entrance of the neighborhood
CRS (Client Relationship Summary) - RIA
Click below to view Robert Allan Mauk's 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®
Start date: 1991
Experience
Current
June 20, 2025 - Present
APOLLON WEALTH MANAGEMENT, LLC
Office #1: 716 Mt. Airyshire Boulevard, Suite 200, Columbus, OH 43235RIA
CRD#: 291902
Columbus, OH
Past
June 3, 2021 - July 8, 2025
JANNEY MONTGOMERY SCOTT LLC
RIA
CRD#: 463
Columbus, OH
Past
June 3, 2021 - July 8, 2025
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
Columbus, OH
Past
October 8, 2009 - June 3, 2021
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
COLUMBUS, OH
Past
October 7, 2009 - June 3, 2021
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
COLUMBUS, OH
Past
January 1, 2000 - October 20, 2009
CHORNYAK & ASSOCIATES, LTD.
RIA
CRD#: 114778
COLUMBUS, OH
Past
December 2, 1994 - October 9, 2009
OSAIC WEALTH, INC.
BD
CRD#: 23131
COLUMBUS, OH
Past
July 23, 1986 - April 13, 1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BD
CRD#: 10293
Past
July 23, 1986 - June 19, 1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
Past
July 23, 1986 - June 19, 1987
OSAIC FA, INC.
BD
CRD#: 3978
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".
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK
CRD#: 291902 / SEC#: 801-112350
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)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
Ohio(6/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AW
APOLLON WEALTH MANAGEMENT, LLC
ADI DASSLER INTERNATIONAL FAMILY OFFICE | WESTSIDE WEALTH MANAGEMENT OF APOLLON | WEALTH EMPOWERMENT FINANCIAL GROUP | TREE CITY ADVISORS OF APOLLON | TELOS WEALTH ADVISORS | SUNSHINE WEALTH ADVISORS, LLC | PROPER WEALTH MANAGEMENT | PRISM ADVISORY GROUP | PODESTA CAPITAL APOLLON | PIERSHALE FINANCIAL GROUP OF APOLLON | PELLEY GROUP OF APOLLON | LIVETRAC | JE WILSON OF APOLLON | JASON YOUNG AND ASSOCIATES | CJL | CJ LAWRENCE, A DIVISION OF APOLLON WEALTH MANAGEMENT | CIC WEALTH | CATALYST APOLLON | CASCADE APOLLON | BLUECHIP WEALTH MANAGEMENT | APOLLON WEALTH MANAGEMENT, LLC | APOLLON NEW ENGLAND | APOLLON BRIDGEMARK
CRD#: 291902 / SEC#: 801-112350
RIA
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Contact information
Main Address
111 Coleman Blvd Suite 402, Mount Pleasant, SC 29464
Mailing Address
Phone number
(843) 579-0018
Established
Firm type
Fiscal year end
# of Employees
179
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 20,798 |
| AUM (Assets Under Management) | $ 7,720,756,861 |
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.
