Kevin Snow is a CFP-designated registered investment advisor at LPL Financial LLC, based in Wausau, WI, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
227521 Harrier Ave, Wausau, WI, 54401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin operates his LPL business under the name Equity Design Group, dedicating full-time hours to it. He also spends a few hours per week on non-variable insurance through Equity Design Group, manages Alpha Dog Advisors LLC for tax/investment purposes full-time, and spends minimal time on real estate rental through Four Way Properties LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Third Street Advisors, LLC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
On Investment Management CO
Equity Design Advisors, LLC
Steele Capital Management, INC.
The O.N. Equity Sales CompanyBroker
Securian Financial Services, INC.Broker
C.R.I. Securities, INC.Broker
State Registrations42 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.