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APO FINANCIAL SERVICES, LLC

WESTMINSTER, CO · CRD 297647 · IAPD ↗ · apofinancial.com · (720) 588-2000

$124.3MRegulatory AUM
7Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — APO FINANCIAL SERVICES, LLC notice-filed in FL, MI, TN, TX, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.