linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Paul Haggerty

Snowball Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Paul Haggerty

Kevin Paul Haggerty is a financial advisor registered with Snowball Wealth Management. Kevin has been in the financial industry for over eight years and is licensed to provide advisory services in Arizona, California, Colorado, Illinois, and Texas. Kevin is a graduate of [insert school name, if available] and has obtained the Series 63 and Series 65 licenses. Kevin specializes in providing financial advice to individuals, businesses, and charitable organizations. Kevin is a member of [insert industry memberships, if available].

Firm Information

Kevin Haggerty is currently registered with Snowball Wealth Management. Snowball Wealth Management is an investment advisory firm based in BOULDER, CO. The firm manages approximately $130.5 million in assets for 145 clients, primarily individuals and charitable organizations. They offer financial planning and portfolio management services for individuals and businesses.
Snowball Wealth Management

3445 PENROSE PLACE

BOULDER, CO 80301

$130.50M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Haggerty’s Registration & Firm History

CO

01/17/2022 - Present

Snowball Wealth Management (BOULDER CO)

CO

12/04/2013 - 12/05/2016

NYLIFE SECURITIES LLC (ARVADA CO)

Not sure if Kevin Paul Haggerty is right for you?

Licenses & Designations

IA

Issued 01/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Paul Haggerty.
Not sure if Kevin Paul Haggerty is right for you?