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RS

Robert A. Snelgrove

KIKER WEALTH MANAGEMENT
Jasper, GA 30143
Some features on this profile are disabled
CRD#: 8043852
RS

Professional summary


Robert Alexander Snelgrove, who also goes by Alex Snelgrove, is a registered financial advisor currently at KIKER WEALTH MANAGEMENT, LLC located in Jasper, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Robert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alex Snelgrove

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.
Alex is licensed to sell insurance and is entitled to receive commissions or other remuneration on the sale of insurance products. As such, Alex will be able to effect insurance transactions and will receive separate, yet customary compensation. To protect client interests, our policy is to disclose all forms of compensation before any such transaction is executed. Under no circumstance will you pay both a commission to Alex and a management fee to us on the same pool of assets.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Alexander Snelgrove'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

July 11, 2025 - Present

KIKER WEALTH MANAGEMENT, LLC

Office #1: 788 W Church Street, Jasper, GA 30143
RIA
CRD#: 154405
Jasper, GA

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".
KW
KIKER WEALTH MANAGEMENT, LLC
HEADWATERS INVESTMENT ADVISORS, LLC | KIKER WEALTH MANAGEMENT, LLC | KIKER VENTURES, INC.

CRD#: 154405 / SEC#: 801-79392

RIA
Registered Investment Advisory firm - (4/2/2014 Approved)
Florida
Registered Investment Advisory firm - (4/3/2014 Terminated)
Georgia
Registered Investment Advisory firm - (4/3/2014 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/11/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/10/2025
Uniform Investment Adviser Law Examination

Current Firm


KW
KIKER WEALTH MANAGEMENT, LLC
HEADWATERS INVESTMENT ADVISORS, LLC | KIKER WEALTH MANAGEMENT, LLC | KIKER VENTURES, INC.

CRD#: 154405 / SEC#: 801-79392

RIA
Registered Investment Advisory firm - (4/2/2014 Approved)
Florida
Registered Investment Advisory firm - (4/3/2014 Terminated)
Georgia
Registered Investment Advisory firm - (4/3/2014 Terminated)
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Contact information


Main Address
788 W Church Street, Jasper, GA 30143
Mailing Address
Phone number
(706) 253-7285
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (23 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

KIKER WEALTH MANAGEMENT BROCHURE (5/7/2025)

Regulatory assets under management


Total Number of Accounts1,933
AUM (Assets Under Management)$ 268,580,103

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


KIKER WEALTH MANAGEMENT, LLC

CRD#: 154405Jasper, GA 30143

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