Delafield, WI Office

Team
Updated today

Client AUM

$11,153,233,680

Clients

8,310

Advisors

5

Of 140 advisors across 67 offices

Location

3960 Hillside Drive #201

Delafield WI 53018

Advisors at this office

5

Advisors at this office

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James M

CFP®, Series 66

Delafield, WI

Apollon Wealth Management, LLC

James Mc Court is a CFP® and Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Apollon Wealth Management, LLC and previously worked at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial. Mc Court serves as an officer and chair of the finance committee for the Child Restoration Outreach Support Organization, a nonprofit focused on oversight of its finances. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, and charitable organizations with various investment management and financial planning services. The firm employs a combination of centrally managed models and locally managed strategies, offers ESG and tax management tools, and manages approximately $11.6 billion in client assets across a broad network of advisors.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Brett N

CFP®, Series 66

Delafield, WI

Apollon Wealth Management, LLC

Brett Nowatske is a CFP® certificant with three years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. He has previously worked with Senglaub Financial Group and Independent Financial Group, LLC. Outside of his advisory role, he volunteers on a committee at Trinity Lutheran Church, overseeing cash flow and charitable donation tracking. Apollon Wealth Management is an SEC-registered advisory firm that serves individuals, families, businesses, and charitable organizations. The firm combines centrally managed investment models with locally managed strategies and incorporates ESG risk-based models, tax management tools, and specialized offerings such as UIT portfolio consulting and private funds.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Jeffrey S

Series 63, Series 65

Delafield, WI

Apollon Wealth Management, LLC

Jeffrey Senglaub is a financial advisor with Apollon Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 44 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and SAGEPOINT FINANCIAL, Inc. He is also the owner of several business entities related to tax, investment purposes, and hunting land management. Apollon Wealth Management is an SEC-registered advisory firm serving individuals, families, businesses, charitable organizations, and retirement plans. The firm combines centrally managed and locally managed investment strategies, employing fundamental analysis, tactical allocations, and tax management tools, and offers a broad range of services through a network of investment advisor representatives.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Craig R

Series 66

Delafield, WI

Apollon Wealth Management, LLC

Craig Rusch is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Apollon Wealth Management, LLC and has previously worked at Independent Financial Group and SagePoint Financial. Outside of his advisory role, he serves as President of the Fort Atkinson Wisconservation Club, a non-profit conservation organization. Apollon Wealth Management is an SEC-registered advisory firm that serves individuals, families, businesses, and charitable organizations through a network of approximately 125 investment advisor representatives. The firm employs a combination of centrally managed and locally managed investment strategies, incorporates ESG risk-based models, tax management tools, and operates multiple specialty businesses including UIT portfolio consulting and private funds programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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Christine S

Series 65, Series 63

Delafield, WI

Apollon Wealth Management, LLC

Christine Senglaub is a financial advisor at Apollon Wealth Management, LLC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has held positions at Purshe Kaplan Sterling Investments, Independent Financial Group, and SagePoint Financial. Senglaub also owns and operates several family and business entities related to tax and investment purposes. Apollon Wealth Management is an SEC-registered firm serving individuals, families, businesses, and charitable organizations. The firm offers investment management, financial planning, retirement plan advisory, and consulting services, combining centrally managed model strategies with locally managed office strategies and applying fundamental analysis alongside tactical allocations and long-term holdings.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning Founder/Business Owner Executive
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