Financial advisor
Mike Surenkamp
At Apollon Wealth Management · Indianapolis, IN
Registered as RAYMOND MICHAEL SURENKAMP
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Sage Advisors | Sage Advisors | Apollon Wealth Management | Acquisition | January 15, 2026 | $185M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| APOLLON WEALTH MANAGEMENT, LLC | Investment adviser | January 5, 2026 | Current |
| SAGE ADVISORS LLC | Investment adviser | March 15, 2022 | February 9, 2026 |
| GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT | Investment adviser | March 27, 2015 | December 23, 2021 |
| ENERIC FINANCIAL SERVICES, INC. | Broker-dealer | October 27, 1995 | November 27, 1995 |
| CS CAPITAL MANAGEMENT INC | Investment adviser | January 14, 1994 | May 28, 2015 |
| NEW ENGLAND SECURITIES | Broker-dealer | March 27, 1986 | December 22, 1993 |
| SMA EQUITIES, INC. | Broker-dealer | June 9, 1983 | April 8, 1986 |
| FIRST INVESTORS CORPORATION | Broker-dealer | December 18, 1981 | April 6, 1983 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.