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Tomas Larry Jacobsen

Snider Talbot Financial Planning LLC

Liberty, MO

CRD 7283994

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Employer firm

Snider Talbot Financial Planning LLC CRD 144026

$62.8M regulatory AUM 44 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Snider Talbot Financial Planning Llc

12 West Kansas Street Suite D, Liberty, MO 64068-2319 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-24
MO RA APPROVED 2020-08-24
  • KS RA
    APPROVED
    Since 2020-08-24
  • MO RA
    APPROVED
    Since 2020-08-24

Branch Locations

12 West Kansas Street Suite D, Liberty, MO 64068-2319 • 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
Lawson R-Xiv School District Lawson MO 07/1997 Present
  • 07/1997 → Present
    Lawson R-Xiv School District
    Lawson, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-23
  • S65 Uniform Investment Adviser Law Examination
    2020-08-23

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
EDWARD JONES
WHITE SAND WEALTH MANAGEMENT

Nearby Investors

PAUL ANDREW RICHARDS
JAMES STEPHEN WERNER
Christopher Douglas Goodwin

Nearby Offices

OSAIC WEALTH, INC. · LIBERTY, MO
EDWARD JONES · LIBERTY, MO
WHITE SAND WEALTH MANAGEMENT · LIBERTY, MO

More in Liberty, MO

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