William A. Snider

ONE ADVISORY PARTNERS

Overland Park, KS 66211

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CRD#: 2978549

Professional summary

William Andrew Snider, who also goes by Bill Snider, Will Snider, William A Snider, is a registered financial advisor currently at ONE ADVISORY PARTNERS, LLC located in Overland Park, Kansas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. William has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Snider | Will Snider | William A Snider

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) - RIA

Click below to view William Andrew Snider's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 22, 2025 - Present

ONE ADVISORY PARTNERS, LLC

Office #1: 5440 W 110th St., Overland Park, KS 66211

RIA

CRD#: 161614

Overland Park, KS

Past

April 12, 2023 - July 10, 2024

LIDO

RIA

CRD#: 269866

BOULDER, CO

Past

October 1, 2019 - April 18, 2023

COLORADO FINANCIAL MANAGEMENT LLC

RIA

CRD#: 113216

Denver, CO

Past

April 14, 2014 - September 11, 2019

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

DENVER, CO

Past

April 14, 2014 - September 11, 2019

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

DENVER, CO

Past

February 1, 2012 - September 4, 2013

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

TOPEKA, KS

Past

January 17, 2012 - September 4, 2013

CETERA INVESTMENT SERVICES LLC

RIA

CRD#: 15340

TOPEKA, KS

Past

April 27, 2010 - January 7, 2011

DENVER MONEY MANAGER, LLC

RIA

CRD#: 106462

DENVER, CO

Past

March 26, 2003 - April 27, 2007

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

DENVER, CO

Past

December 15, 1999 - April 27, 2007

CHARLES SCHWAB & CO., INC.

CRD#: 5393

DENVER, CO

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".

ONE ADVISORY PARTNERS, LLC

ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Colorado
(4/22/2025)

IAR

Kansas
(4/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/26/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/12/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/23/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/2012

General Securities Representative Examination

Current Firm

ONE ADVISORY PARTNERS, LLC

ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

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Contact information

Main Address

5440 W 110th St., Overland Park, KS 66211

Mailing Address

Phone number

(913) 663-2376

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE ADVISORY PARTNERS, LLC - FORM ADV PART 2 (7/16/2025)

Regulatory assets under management

Total Number of Accounts	243
AUM (Assets Under Management)	$ 243,321,693

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.

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Advisor Monitoring

Firm Stability Insights

William A. Snider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Snider's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIDO

COLORADO FINANCIAL MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

CETERA INVESTMENT SERVICES LLC

DENVER MONEY MANAGER, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ONE ADVISORY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2010

Series 66

Date: 3/12/2003

Series 63

Date: 2/23/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/31/2012

Current Firm

ONE ADVISORY PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

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