Unclaimed Profile

Kevin John Snow

THIRD STREET ADVISORS, LLC·GENEVA, Illinois

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record22 years registeredTHIRD STREET ADVISORS, LLC

477 S THIRD STREET, GENEVA, IL 60134CRD# 1941166Firm CRD# 113212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin John Snow · GENEVA, IL

Registration

CRD #1941166 · THIRD STREET ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2024 – present

OSAIC WEALTH, INC.

Sep 2023 – Jan 2024

WAUSAU, WI

THIRD STREET ADVISORS, LLC

Jul 2022 – Apr 2024

Wausau, WI

SAGEPOINT FINANCIAL, INC.

Feb 2011 – Sep 2023

WAUSAU, WI

ON INVESTMENT MANAGEMENT CO

Aug 2009 – Dec 2010

WAUSAU, WI

EQUITY DESIGN ADVISORS, LLC

Apr 2005 – Mar 2011

WAUSAU, WI

STEELE CAPITAL MANAGEMENT, INC.

Aug 2003 – Dec 2004

WAUSAU, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 20, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THIRD STREET ADVISORS, LLC

CRD 113212 · SEC 801-124730

AUM

$96M

Regulatory assets under management

Employees

245 client accounts

Services offered by THIRD STREET ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THIRD STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin John Snow offer?

Kevin John Snow specializes in Investment Management, Fee-Only Advisory. Contact their office in GENEVA, Illinois for a consultation.

What are Kevin John Snow's credentials?

Kevin John Snow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin John Snow located?

Kevin John Snow is based in GENEVA, Illinois, working with THIRD STREET ADVISORS, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.

How does Kevin John Snow charge for services?

Kevin John Snow's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THIRD STREET ADVISORS, LLC?

THIRD STREET ADVISORS, LLC has approximately 7 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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