Nicholas Glen Daniels
Investment Adviser Representative at Apollon Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Glen Daniels is an investment adviser representative with Apollon Wealth Management, LLC in Boise, ID, where they have been registered since 2022. They have worked in the securities industry since 2018 and have been registered with 4 firms, including TREE CITY Advisors, LLC and Creative Financial Designs, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Idaho.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Spray 'n Coat PaintingJul 2017 – Aug 2018Boise, ID
- Renewal by AndersenAug 2015 – Jul 2017Boise, ID
- Thrivent Investment Management IncJun 2018 – Aug 2019Boise, ID
- Thrivent FinancialSep 2018 – Nov 2018Appleton, WI
- Thrivent FinancialNov 2018 – Aug 2019Appleton, WI
- Creative Financial Designs, Inc.Aug 2019 – May 2020Kokomo, IN
- CostcoMar 2020 – Jun 2020Boise, ID
- Bikes and BeansSep 2019 – Aug 2022Boise, ID
- Tree City AdvisorsJun 2020 – no end date reportedBoise, ID
- CostcoOct 2020 – Feb 2021Boise, ID
- Apollon Wealth Management, LLCNov 2022 – no end date reportedBoise, ID
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Apollon Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 141
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Mount Pleasant, SC
- SEC file number:
- 801-112350
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 15, 2026
View full firm profileOther advisors at Apollon Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Glen Daniels has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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