KS
Kevin A. Snow
BLACKRIDGE ASSET MANAGEMENT
Jackson, MI 49201
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CRD#: 2903937
KS
Professional summary
Kevin Alan Snow is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Jackson, Michigan and PEAK BROKERAGE SERVICES, LLC located in Jackson, Michigan.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Kevin has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Name of Business: Snow Wealth Management, LLC; Nature of Business: Wealth Management, Investment Management; Address of Business: 9470 Bradmore Lane #204A Ooltewah TN 37363; Date of affiliation: 02/26/2025; Title/Position: Owner , RICP*; Duties: Daily operations; How many hours do you engage in this activity during normal trading hours per month: 160; How many hours do you engage in this activity outside of normal trading hours per month: 0 2)Peak Brokerage LLC, investment related, Broker Dealer, Start date:08/2017, approximately 25 hours/week, consists of mutual funds and variable annuities 3)Insurance Agent, investment related, Start Date: 2003, approximately 15 hours per week 4)Blackridge Asset Management, LLC; IAR; Start Date: 09/2020 Approx Number Of Hours Spent On Activity Per Month: 10; Approx Number of Hours Spent on Activity Per Month During Trading Hours: 10 5) Elite Resource Team Consulting DBA
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Alan Snow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 15, 2020 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
Office #1: 415 South Jackson Street, Jackson, MI 49201RIA
CRD#: 277085
Jackson, MI
Current
August 28, 2017 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 415 South Jackson Street, Jackson, MI 49201Office #2: 9470 Bradmore Lane Suite 204a, Ooltewah, TN 37363BD
CRD#: 157045
Jackson, MI
Past
January 29, 2019 - August 11, 2021
THE RETIREMENT GUYS FORMULA
RIA
CRD#: 168561
Jackson, MI
Past
July 8, 2016 - March 24, 2017
LASALLE ST SECURITIES, L.L.C.
BD
CRD#: 7191
Jackson, MI
Past
December 15, 2014 - July 21, 2016
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
JACKSON, MI
Past
August 20, 2012 - December 9, 2014
LASALLE ST SECURITIES, L.L.C.
BD
CRD#: 7191
JACKSON, MI
Past
March 23, 2007 - July 9, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
JACKSON, MI
Past
March 8, 2004 - March 26, 2007
OSAIC WEALTH, INC.
BD
CRD#: 23131
JACKSON, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085 / SEC#: 801-108114
RIA
Registered Investment Advisory firm - (7/8/2016 Approved)Florida
Registered Investment Advisory firm - (7/13/2016 Terminated)New York
Registered Investment Advisory firm - (7/13/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(5/21/2019)
RR
Michigan(9/21/2017)
IAR
Michigan(9/15/2020)
RR
Rhode Island(1/12/2018)
RR
Tennessee(8/26/2020)
IAR
Tennessee(11/13/2023)
RR
Texas(9/28/2017)
RR
Wisconsin(4/1/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085 / SEC#: 801-108114
RIA
Registered Investment Advisory firm - (7/8/2016 Approved)Florida
Registered Investment Advisory firm - (7/13/2016 Terminated)New York
Registered Investment Advisory firm - (7/13/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477
Mailing Address
Phone number
(561) 641-5050
Established
Firm type
Fiscal year end
# of Employees
59
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 826 |
| AUM (Assets Under Management) | $ 196,842,156 |
Red Flags
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