DF
ChFC

Daniel Scott Foxen

38 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only

Apollon Financial's investment advisory fees are charged at an annual rate range up to 3.0% depending on factors like assets managed and complexity of services. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable. Clients may incur additional fees charged by third parties, such as wire transfer fees. Clients may also elect to participate in a class action securities claims service for a contingency fee of 12.5% of the claim award.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

15 Spinning Wheel Road, Suite 129, Hinsdale, IL, 60521

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2006
Settled
Other Business ActivitiesSells Insurance

Daniel sells life insurance and long-term care insurance through Foxen Financial, spending minimal time on this. He also provides investment advisory services through Apollon Financial and Foxen Financial, dedicating full-time hours to these activities.

Employment History
Current Registrations
Apollon Financial, LLC
March 2023 - Present · 2 yrs 10 mos
LPL Financial LLC Broker
September 2009 - Present · 16 yrs 4 mos
Previous Registrations
LPL Financial LLC
September 2009 - June 2023 · 13 yrs 9 mos
Mutual Service Corporation
May 2002 - September 2009 · 7 yrs 4 mos
Mutual Service CorporationBroker
January 1998 - September 2009 · 11 yrs 8 mos
New England SecuritiesBroker
January 1987 - January 1998 · 11 yrs
State Registrations31 states
ARAZCACOCTDEFLGAIAILINKSKYLAMAMDMIMNMSNCNHNJNYOHPRSCTNTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Scott Foxen - Financial Advisor | AdvisorDiscover