William Snow (CRD# 1187129) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kokomo, IN and has over 40 years of experience in the finance industry. William Snow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 3260878
Pnc Investments
CRD# 5295661
Creative Financial Designs, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Kokomo, IN | Jan 2024 - Current | < 1 |
| William Snow Associates | Kokomo, IN | Apr 1981 - Current | 43 |
| Woodbury Financial Services Inc. | Kokomo, IN | Nov 2017 - Jan 2024 | 6 |
| Sii Investments, Inc. | Kokomo, IN | Jan 1998 - Nov 2017 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- AL
- CA
- FL
- IN
- KY
- MD
- MA
- MI
- OK
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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