KS
KS

Kevin Snow

21 Years of Experience
Jackson, MI
2 DisclosuresBrokerSells Insurance

Kevin Snow is a registered investment advisor at Blackridge Asset Management, LLC, based in Jackson, MI, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

Loading...

Location

415 South Jackson Street, Jackson, MI, 49201

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2017
Employment Separation After Allegations
June 2012
Other Business ActivitiesSells Insurance

Kevin owns Snow Wealth Management, LLC, dedicating full-time hours to daily operations. He is also affiliated with Peak Brokerage LLC, spending nearly full-time hours per month on mutual funds and variable annuities, and works as an insurance agent for a few hours per week since 2003. Additionally, Kevin is an IAR with Blackridge Asset Management, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Blackridge Asset Management, LLC
September 2020 - Present · 5 yrs 8 mos
Peak Brokerage Services, LLCBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
The Retirement Guys Formula
January 2019 - August 2021 · 2 yrs 7 mos
Lasalle St Securities, L.L.C.Broker
July 2016 - March 2017 · 8 mos
Raymond James & Associates, INC.Broker
December 2014 - July 2016 · 1 yr 7 mos
Lasalle St Securities, L.L.C.Broker
August 2012 - December 2014 · 2 yrs 4 mos
Financial Network Investment CorporationBroker
March 2007 - July 2012 · 5 yrs 4 mos
Royal Alliance Associates, INC.Broker
March 2004 - March 2007 · 3 yrs
State Registrations6 states
ILMIRITNTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.