Regal Financial Group (APEX) is excited to announce the acquisition of Apollo Wealth Management of Grosse Pointe Farms, Michigan. David “Keith“ Olson is the sole proprietor of Apollo and has over 30 years of industry experience. Keith was affiliated with Regal Investment Advisors (RIA) and Regulus (Broker-Dealer) for the past eleven years of his successful career.
Mr. Olson joined Regal for independence and autonomy. He stayed loyal to the firm as we grew from a producer group to our own Broker-Dealer and RIA, because of the direct communication and the vision of growth.
“Keith is the type of advisor we love to do business with — integrity-driven, smart and reasonable. He has a deep concern for his clients and how they would be treated as he retired. We structured the purchase so client service standards will be preserved and Keith’s legacy in the business will be honored,” states John Kailunas II, CEO of Regal Holdings.
“As an independent, we have the flexibility to help most advisors with their succession plan. We can buy the practice directly or assist our current affiliates in buying the practice. We create a win-win in this space,” said Executive Vice President, Don Carlson.
Regal and its affiliated companies are headquartered in Kentwood, MI, with advisors and affiliated firms scattered throughout the United States. Regal Holdings and its financial service companies and platforms serve independent financial professionals around the country. Regal and its affiliates provide comprehensive client solutions, money management, independent services, and multiple custodian relationships.
Securities offered through Regulus, LLC. Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC., an SEC Registered Investment Advisor. Regal Financial Group, Regulus, Regal Investment Advisors, and Regal Holdings are affiliated entities. Registration with the SEC does not imply any level of skill or training.