John S. Kinzer

APOLLON FINANCIAL

Crownsville, MD 21032

Some features on this profile are disabled

CRD#: 1659242

Professional summary

John Stephen Kinzer, CFP® is a registered financial advisor currently at APOLLON FINANCIAL, LLC located in Crownsville, Maryland and LPL FINANCIAL LLC located in Crownsville, Maryland.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Estate Planning

Insurance Planning

Long-term Care

Comprehensive Financial Planni...

Business Succession Planning

Life Transitions

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

Inheritance

Divorce Planning

Retirement Income Management

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stephen Kinzer'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: 2008

Experience

Current

August 26, 2025 - Present

APOLLON FINANCIAL, LLC

Office #1: 1321 Generals Highway, Suite 300, Crownsville, MD 21032

RIA

CRD#: 321217

Crownsville, MD

Current

June 25, 2020 - Present

LPL FINANCIAL LLC

Office #1: 1321 Generals Hwy Ste 300, Crownsville, MD 21032

RIA

CRD#: 6413

CROWNSVILLE, MD

Past

June 25, 2020 - November 24, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

CROWNSVILLE, MD

Past

April 23, 2010 - June 26, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CROWNSVILLE, MD

Past

April 23, 2010 - June 26, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CROWNSVILLE, MD

Past

January 1, 2008 - April 23, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ANNAPOLIS, MD

Past

January 1, 2008 - April 23, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ANNAPOLIS, MD

Past

August 15, 1994 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

ANNAPOLIS, MD

Past

February 11, 1993 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

ANNAPOLIS, MD

Past

November 28, 1990 - September 29, 1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 21, 1987 - November 24, 1990

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

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".

APOLLON FINANCIAL, LLC

APOLLON FINANCIAL, LLC | FOXEN FINANCIAL AN AFFILIATE OF APOLLON FINANCIAL

CRD#: 321217 / SEC#: 801-125787

RIA

Registered Investment Advisory firm - (6/2/2022 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/11/2024)

Alaska
(2/22/2022)

Arizona
(6/25/2020)

Arkansas
(6/25/2020)

California
(6/25/2020)

Colorado
(6/25/2020)

Connecticut
(6/25/2020)

Delaware
(6/25/2020)

District of Columbia
(6/25/2020)

Florida
(6/25/2020)

Georgia
(6/25/2020)

Idaho
(6/25/2020)

Illinois
(6/25/2020)

Kansas
(6/25/2020)

Maine
(6/25/2020)

Maryland
(6/25/2020)

IAR

Maryland
(8/26/2025)

Massachusetts
(6/25/2020)

Michigan
(6/25/2020)

Minnesota
(6/25/2020)

New Hampshire
(7/8/2020)

New Jersey
(6/25/2020)

New York
(6/25/2020)

North Carolina
(6/25/2020)

Oregon
(6/25/2020)

Pennsylvania
(6/25/2020)

South Carolina
(6/25/2020)

Tennessee
(6/25/2020)

Texas
(6/25/2020)

Virginia
(6/25/2020)

West Virginia
(6/25/2020)

Wisconsin
(1/5/2022)

Wyoming
(6/25/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/26/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/16/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 2/23/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/2010

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

APOLLON FINANCIAL, LLC

APOLLON FINANCIAL, LLC | FOXEN FINANCIAL AN AFFILIATE OF APOLLON FINANCIAL

CRD#: 321217 / SEC#: 801-125787

RIA

Registered Investment Advisory firm - (6/2/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APOLLON FINANCIAL ADV PART 2A DISCLOSURE BROCHURE (1/22/2026)

APOLLON FINANCIAL WRAP FEE BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts	1,700
AUM (Assets Under Management)	$ 890,408,924

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Brian Mckinney

WILLIAMS ASSET MANAGEMENT

IAR

COLUMBIA, MD

Gary Williams

WILLIAMS ASSET MANAGEMENT

IAR

COLUMBIA, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John S. Kinzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stephen Kinzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

APOLLON FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/1994

Series 63

Date: 6/16/1987

SIE

Date: 10/1/2018

Series 31

Date: 2/23/2009

Series 7

Date: 5/16/1987

Series 24

Date: 12/29/2010

FINRA

Current Firm

APOLLON FINANCIAL, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

APOLLON FINANCIAL, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors