Charles Snook
Charles Snook is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Rapids, IA, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3720 Queen Court SW Ste 10, Cedar Rapids, IA, 52404
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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
Charles is a financial advisor at Beth Moores Financial, LLC and Chief Investment Officer at Snook Asset Management, Inc. DBA Absolute Alpha Advisors, dedicating nearly full-time hours to each. Charles also serves as treasurer for Linn County Pistol Club and works as an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this as well.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Aegon USA Securities INC.Broker
State Registrations9 states
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