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Robert Joseph Ruelle

Advisor at Apollon Financial, LLC — Richfield, WI

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

25 years

Location

Richfield, WI

Apollon Financial, LLC logo

Apollon Financial, LLC

Team

Total advisors

20

Across 11 offices

Clients per advisor

63 Typical

Avg AUM per client

$1,151,989 Typical

HNW client ratio

34% Typical

About

Robert Ruelle is a ChFC® credentialed financial advisor with 25 years of industry experience. He is currently with Apollon Financial, LLC and has previously held roles at firms including Northwestern Mutual, Fidelity Investments, and LPL Financial. Apollon Financial, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm combines centrally managed model strategies with locally managed, advisor-led portfolios and utilizes investment options such as ESG risk-based models, Direct Indexing, and tax-aware techniques.

Client services

Based on Apollon Financial, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Apollon Financial, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Tax-loss harvesting ESG / Sustainable investing Private / alternative investments

Occupation focus

Based on Apollon Financial, LLC

Self-Employed Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and consulting services can be charged as flat fees, typically starting at $5,000.

Percentage

$0+: Up to 3.00% annually (negotiable and may vary based on factors) $10,000+: Optimum Market Portfolios Program minimum $25,000+: Model Wealth Portfolios Program minimum for lowest portfolio tier $50,000+: Manager Access Select minimum $5,000+: Guided Wealth Portfolios minimum $250,000+: Personal Wealth Portfolios Program minimum

Commissions

Commissions may be received by IARs acting as insurance agents or registered representatives for insurance or securities products.

Project-based

Hourly charges are reported but specific hourly amounts not clearly stated in brochure.

Other

Account minimum: $250,000 Fee-only: Fixed fees for financial planning typically start at $5,000 and can exceed $50,000, charged as one-time fixed or annual fee.

Location

See office

Richfield, WI

Richfield WI

Advisors at this office

1

Most active in

Wisconsin

Work history

25 years of industry experience

LPL Financial, LLC

2025 - Present • 1 year

Richfield, WI

Apollon Financial, LLC

2024 - Present • 2 years

Richfield, WI

Apollon Wealth Management

2024 - 2025 • 1 year

Richfield, WI

Northwestern Mutual Investment Services LLC

2023 - 2024 • 1 year

Middleton, WI

Matthew Heckmann

2023 - 2024 • 1 year

Middleton, WI

The Milwaukee Company

2023 - 2023 • 1 year

Thiensville, WI

Fidelity Investments

2023 - 2023 • 1 year

Covington, KY

Unemployed

2022 - 2022 • 1 year

Richfield, WI

Bleakley Financial Group

2019 - 2022 • 3 years

Fairfield, NJ

Northwestern Mutual Investment Management

2016 - 2019 • 3 years

Milwaukee, WI

Northwestern Mutual Wealth Management Company

2014 - 2019 • 5 years

Milwaukee, WI

Northwestern Mutual

1997 - 2019 • 22 years

Milwaukee, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew P

CFP®

Delafield, WI

Behl Wealth Management

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

General retirement planning Retirement income strategy General tax planning Roth conversion strategy Founder/Business Owner Retired Approaching retirement Retired

Brian B

CFP®, CRPC®

Delafield, WI

Behl Wealth Management

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Wealth management General retirement planning General tax planning Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Retired Baby Boomers (Born 1946-1964) Approaching retirement Retired Gen X (Born 1965-1980)
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Nkozi K

Series 63, Series 66, Series 24, Series 7

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with four years of industry experience. Knight worked at Northwestern Mutual Life Insurance Company and U.S. Bank. Outside of financial advising, Knight owns several businesses, including GreenHomeHub, a veteran and minority-owned cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media business. Knight also serves on the board of the Marquette University Alumni Association and volunteers as a board member for the Greater Galilee Community Development Center.

Business ownership considerations Doctor or Medical Professional Self-Employed Educators, Teachers, and Academics Military & Veterans
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Brian S

ChFC®, Series 63, Series 66

Hartland, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Wealth management
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Luke L

CFA®

Mequon, WI

Founder360° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Benjamin V

Series 65

Brookfield, WI

Telos Financial Services, LLC

Benjamin Verhulst is a financial advisor at Telos Financial Services, LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at Affiliated Advisors, Inc. and Charter Capital Management, Inc., as well as work at Calvin University and the Milwaukee County District Attorney's Office. Telos Financial Services, LLC is a fee-only registered investment adviser serving individuals, high net worth individuals, trusts, and estates. The firm offers coordinated investment advisory and financial planning services alongside tax planning and preparation through an affiliated accounting practice, focusing on discretionary portfolio management using a blend of passive and active investment strategies.

Retirement income strategy Social Security optimization General tax planning Charitable giving & philanthropy Income planning
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