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William Andrew Snider

One Advisory Partners, LLC

Highlands Ranch, CO

Overland Park, KS

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Current Employers
One Advisory Partners, Llc

5440 W 110Th St., Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-08
KS RA APPROVED 2025-04-22
  • CO RA
    APPROVED
    Since 2025-05-08
  • KS RA
    APPROVED
    Since 2025-04-22

Branch Locations

Highlands Ranch, CO • United States

5440 W 110Th St., Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anb Bank Denver CO 06/2013 09/2019
Cetera Investment Services Llc St Cloud MN 04/2014 09/2019
Cetera Investment Advisers Llc Denver CO 04/2014 09/2019
Colorado Financial Management Llc Boulder CO 09/2019 02/2023
Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co. Boulder CO 02/2023 04/2024
One Advisory Partners, Llc Overland Park KS 04/2025 Present
N/A Boulder CO 04/2024 04/2025
  • 06/2013 → 09/2019
    Anb Bank
    Denver, CO
  • 04/2014 → 09/2019
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2014 → 09/2019
    Cetera Investment Advisers Llc
    Denver, CO
  • 09/2019 → 02/2023
    Colorado Financial Management Llc
    Boulder, CO
  • 02/2023 → 04/2024
    Lido Advisors, Llc Dba Colorado Financial Management, A Lido Co.
    Boulder, CO
  • 04/2025 → Present
    One Advisory Partners, Llc
    Overland Park, KS
  • 04/2024 → 04/2025
    N/A
    Boulder, CO
Previous Registrations
  • 2023-04-12 → 2024-07-10
    Lido
    Boulder, CO
    Los Angeles, CA
  • 2019-10-01 → 2023-04-18
    Colorado Financial Management Llc
    Boulder, CO
    Denver, CO
  • 2014-04-14 → 2019-09-11
    Cetera Investment Advisers Llc
    Denver, CO
  • 2012-01-17 → 2013-09-04
    Cetera Investment Services Llc
    Topeka, KS
    Denver, CO
    Englewood, CO
  • 2010-04-27 → 2011-01-07
    Denver Money Manager, Llc
    Denver, CO
  • 2003-03-26 → 2007-04-27
    Charles Schwab & Co., Inc.
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-04-26
S66 Uniform Combined State Law Examination 2003-03-12
S63 Uniform Securities Agent State Law Examination 2000-02-23
  • S65 Uniform Investment Adviser Law Examination
    2010-04-26
  • S66 Uniform Combined State Law Examination
    2003-03-12
  • S63 Uniform Securities Agent State Law Examination
    2000-02-23
Other Names
  • Bill Snider
  • William A Snider
  • Will Snider

View on SEC IAPD

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