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Susan M Bickel

Susan M. Bickel

APOLLON WEALTH MANAGEMENT | Financial Advisor
Columbus, OH 43235
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CRD#: 5713779
Susan M Bickel

Professional summary


Susan M Bickel, who also goes by Susan M Farthing, Susan Farthing, Susan Michelle Keeran, is a registered financial advisor currently at APOLLON WEALTH MANAGEMENT, LLC located in Columbus, Ohio.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Susan has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Susan M Farthing | Susan Farthing | Susan Michelle Keeran

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.
I*1380263 For profit or not for profit: Entity Charitable Name of outside business organization: After School All Stars Ohio Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 7/3/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , Non Profit offering afterschool support and wrap around services to low income and/or at risk youth.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Susan M Bickel'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®
None

Experience


Current

June 20, 2025 - Present

APOLLON WEALTH MANAGEMENT, LLC

Office #1: 716 Mt. Airyshire Boulevard, Suite 200, Columbus, OH 43235
RIA
CRD#: 291902
Columbus, OH
Past

June 5, 2024 - July 8, 2025

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
Columbus, OH
Past

June 5, 2024 - July 8, 2025

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
Columbus, OH
Past

October 13, 2021 - June 6, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COLUMBUS, OH
Past

October 13, 2021 - June 6, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COLUMBUS, OH
Past

December 8, 2014 - October 14, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
PATASKALA, OH
Past

October 1, 2012 - October 14, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
PATASKALA, OH
Past

October 5, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
NEWARK, OH

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
RR
IAR
Series 66
Date: 11/26/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (1/22/2018 Approved)
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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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APOLLON WEALTH MANAGEMENT, LLC - PART 2A BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts20,798
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.

Company Information


APOLLON WEALTH MANAGEMENT, LLC

Financial AdvisorCRD#: 291902Columbus, OH 43235

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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