Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin John Snow is a financial advisor in Wausau, WI with over 34 years of experience in the industry. He is registered as a broker-dealer (BC) and an investment advisor (IA) and has a Series 6, 7, 24, 63, and 65 licenses as well as the SIE. Kevin is a Certified Financial Planner and has held several previous positions with various firms including OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and THE O.N. EQUITY SALES COMPANY. Kevin currently works at LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
01/01/2025 - Present
LPL Financial LLC (WAUSAU WI)
WI
09/01/2023 - 01/18/2024
OSAIC WEALTH, INC. (WAUSAU WI)
WI
02/07/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WAUSAU WI)
WI
08/15/2001 - 02/08/2011
THE O.N. EQUITY SALES COMPANY (WAUSAU WI)
MN
07/30/1990 - 08/14/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
05/18/1989 - 04/21/1997
C.R.I. SECURITIES, INC. (ST. PAUL MN)
IA
Issued 10/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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