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Steven A. Snapp

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CRD#: 1184755
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Allan Snapp, who also goes by Steven Allen Snapp, was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1984. Steven had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steven Allen Snapp

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 21, 2015 - January 16, 2019

LAGER & COMPANY, INC.

RIA
CRD#: 115213
GOLDEN VALLEY, MN
Past

May 24, 2011 - June 10, 2013

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
HUTCHINSON, MN
Past

May 17, 2011 - June 10, 2013

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
HUTCHINSON, MN
Past

October 31, 2005 - May 19, 2011

OSAIC SERVICES, INC.

BD
CRD#: 133763
HUTCHINSON, MN
Past

May 19, 1992 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

March 12, 1990 - May 19, 1992

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

BD
CRD#: 5774
Past

March 23, 1984 - March 9, 1990

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/21/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


L&
LAGER & COMPANY, INC.
LAGER & COMPANY, INC.

CRD#: 115213 / SEC#: 801-60553

RIA
Registered Investment Advisory firm - (5/4/2012 Terminated)
Minnesota
Registered Investment Advisory firm - (4/25/2012 Approved)
South Carolina
Registered Investment Advisory firm - (6/24/2024 Approved)
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Contact information


Main Address
Golden Valley, MN
Mailing Address
Phone number
(763) 377-2006
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts125
AUM (Assets Under Management)$ 34,750,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LAGER & COMPANY, INC.

CRD#: 115213

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