John Croze has been an investment adviser representative at APO Financial Services since January 2026, and is not listed among the firm’s executive officers or direct owners. John Croze holds a Bachelor of Science in Mathematics from Michigan Technological University.
Apo Financial Services, LLC is a Westminster, CO firm with $124M under management, 542 clients and 7 advisers across 7 offices, as of its April 2026 filing.
John Croze is Advisor, Michigan Office at APO Financial. In October 2023 he opened the Michigan Office for APO Financial. Before that he worked at Calumet High School, where he began coaching in 1991 and moved into a teaching role after graduating from Michigan Technological University.
- Apo Financial Services, LLCCurrent– present · 3 yearsLake Linden, MI · Adviser representative · Firm CRD 297647
Investment adviser representative registrations
John Croze is registered as an investment adviser representative in Michigan, since January 2026.
- MichiganSince 28 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Leonard Croze
- CRD
- 7820094
- Firm
- APO Financial Services · CRD 297647
- Office
- Lake Linden, MI
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- apofinancial.com
Where does John Croze work?
John Croze is an investment adviser representative registered through Apo Financial Services, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Croze a financial advisor?
Yes. John Croze has a current investment-adviser registration in Michigan, through APO Financial Services since January 2026.
How many years of experience does John Croze have?
John Croze has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has John Croze passed?
John Croze passed the Series 65 in October 2023.
Where is John Croze based?
John Croze’s registered office is in Lake Linden, MI.
Is John Croze registered with FINRA?
No. John Croze has no current broker registration.
How can I verify John Croze’s record?
Search CRD 7820094 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Croze’s full registration record.