Kevin Haggerty (CRD# 6253879) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has over 10 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tnl Asset Management Dba Snowball Wealth Management | Boulder, CO | May 2021 - Current | 2 |
| Alpine Bank Wealth Management | Grand Junction, CO | Nov 2017 - Apr 2021 | 3 |
| Ny Life | Arvada, CO | Oct 2014 - Oct 2017 | 3 |
| Nylife Securities LLC | Arvada, CO | Nov 2013 - Dec 2016 | 3 |
| New York Life Insurance Company | Arvada, CO | Sep 2013 - Dec 2016 | 3 |
| Mesa Systems | Grand Junction, CO | May 2001 - Aug 2014 | 13 |
| Mesa Moving & Storage | Grand Junction, CO | Jun 1999 - Aug 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- AZ
- CA
- CO
- IL
- TX
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$353,868
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, IL, TX
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