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Robert N. Fauver

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CRD#: 4410738
RF

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.

Robert Newcomb Fauver, who also goes by Robert N. Fauver, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1999. Robert had worked at 4 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Robert N. Fauver

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

September 13, 2016 - February 21, 2017

SNOWBALL WEALTH MANAGEMENT

RIA
CRD#: 137419
Louisville, CO
Past

June 30, 2006 - October 6, 2016

KNOPINSKI & FAUVER FINANCIAL ADVISORS, INC.

RIA
CRD#: 140819
LOUISVILLE, CO
Past

June 21, 2001 - May 1, 2006

LIGHTHOUSE FINANCIAL LLC

RIA
CRD#: 109251
BOULDER, CO
Past

January 1, 1999 - November 14, 2006

ROB FAUVER, CFP

RIA
CRD#: 112844
BOULDER, 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".
SW
SNOWBALL WEALTH MANAGEMENT
SNOWBALL WEALTH MANAGEMENT | TNL ASSET MANAGEMENT LLC

CRD#: 137419 / SEC#: 801-130346

RIA
Registered Investment Advisory firm - (5/24/2024 Approved)
Arizona
Registered Investment Advisory firm - (11/11/2024 Terminated)
California
Registered Investment Advisory firm - (12/11/2024 Terminated)
Colorado
Registered Investment Advisory firm - (11/14/2024 Terminated)
Illinois
Registered Investment Advisory firm - (11/11/2024 Terminated)
Texas
Registered Investment Advisory firm - (11/11/2024 Terminated)

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


Current Firm


SW
SNOWBALL WEALTH MANAGEMENT
SNOWBALL WEALTH MANAGEMENT | TNL ASSET MANAGEMENT LLC

CRD#: 137419 / SEC#: 801-130346

RIA
Registered Investment Advisory firm - (5/24/2024 Approved)
Arizona
Registered Investment Advisory firm - (11/11/2024 Terminated)
California
Registered Investment Advisory firm - (12/11/2024 Terminated)
Colorado
Registered Investment Advisory firm - (11/14/2024 Terminated)
Illinois
Registered Investment Advisory firm - (11/11/2024 Terminated)
Texas
Registered Investment Advisory firm - (11/11/2024 Terminated)
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Contact information


Main Address
3445 Penrose Place Suite 130, Boulder, CO 80301
Mailing Address
Phone number
(303) 666-6292
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A-2B (2/13/2025)

Regulatory assets under management


Total Number of Accounts145
AUM (Assets Under Management)$ 130,500,000

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


SNOWBALL WEALTH MANAGEMENT

CRD#: 137419

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