Ted D. Snow, CFP^®

Founder/Owner 708.8 Miles

Snow Financial Group, LLC

12404 Park Central Drive, Suite 125-S
Dallas, TX 75251

FINANCIAL ADVISOR'S WEBSITE

www.snowfinancialgroup.com

(469) 522-4056 CONNECT WITH Ted

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Ted Snow is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Snow Financial Group, LLC in Dallas, TX and the surrounding communities.

Financial Advisor Overview

I've been serving people of all ages in the Dallas/Fort Worth area since 1997 helping them make great financial decisions and addressing what matters to them most. Investment management, tax planning, estate planning, insurance services, retirement planning, and business planning are the areas of focus when I'm planning for families and business owners.

Financial Advisor Experience

I've been in the financial services industry since 1987.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: CT,KS,TX
Health/disability insurance: TX
Fixed annuities: TX
Variable annuities: TX

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Snow Financial Group, LLC is not affiliated with Kestra IS or Kestra AS. Confidentiality Notice: This email communication and any attachments may contain confidential and privileged information for the use of the designated recipient named above. If you are not the intended recipient, you are hereby notified that you have receive this communication in error and that any review, disclosure dissemination, distribution, or copying of it, any contents or attachments, is prohibited.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes