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RK

Robert B. Kemper

SNIDER FINANCIAL GROUP
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 4603832
RK

Professional summary


Robert B Kemper, who also goes by Bob Kemper, is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Bellevue, Washington.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bob Kemper

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) 02/9/2009: No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - LIFE AND DISABILITY INSURANCE. - 5% TIME SPENT (2) 03/02/2009: Robert B. Kemper, CPA RS - CPA/Bookkeeper/Tax Preparer - INV REL - At Reported Business Location(s) - CPA Practice/Refer to Monte Snider when clients have investment or insurance needs - 75% Time Spent (3) 07/14/2015: Robert B Kemper, CPA - CPA Affiliate Program - INV REL - At Reported Business Location(s) - Started 01/01/1993 - CPA, President - 160 Hr/Mo; 160 Hours During Securities Trading (4) 08/02/2016: No Business Name - Real Estate Rental - INV REL - 416 Erie St., Lewistown, MT 59457 - Started 04/01/2016 - Rental House - 0 Hr/Mo (5) 5/25/2018 - Double B Septic & Pumping Service - Not Investment Related - 416 Entrance AveLewistown MT 59457-2214 - Other-Business Owner - Start Date:05/16/2018 - 0 Hour(s) Per Month/0 Hour(s) During Trading - Co-Owner.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert B Kemper'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

January 3, 2023 - Present

SNIDER FINANCIAL GROUP

Office #1: 12505 Bel-red Road Suite 200, Bellevue, WA 98005
RIA
CRD#: 117392
Bellevue, WA
Past

February 18, 2009 - July 12, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLEVUE, WA
Past

October 31, 2005 - February 19, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
BELLEVUE, WA
Past

March 31, 2004 - December 31, 2022

SNIDER FINANCIAL GROUP

RIA
CRD#: 117392
BELLEVUE, WA
Past

November 20, 2003 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

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".
SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 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
Washington
(1/3/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 Approved)
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Contact information


Main Address
12505 Bel-red Road Suite 200, Bellevue, WA 98005
Mailing Address
Phone number
(425) 453-7080
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SNIDER FINANCIAL GROUP WRAP BROCHURE (9/5/2025)

Regulatory assets under management


Total Number of Accounts1,396
AUM (Assets Under Management)$ 500,674,906

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


SNIDER FINANCIAL GROUP

CRD#: 117392Bellevue, WA 98005

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