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Kevin Snow

Blackridge Asset Management, LLC
22 Years of Experience
Jackson, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Kevin Snow is a registered investment advisor at Blackridge Asset Management, LLC, based in Jackson, MI, with 22 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

415 South Jackson Street, Jackson, MI, 49201

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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
View Full SEC ReportHow to Read Disclosures
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 · 6 yrs 1 mo
Peak Brokerage Services, LLCBroker
August 2017 - Present · 9 yrs 2 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.
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