Timothy Carl Snyder

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 10/2024
  Principal Life Insurance Company
  Elkhorn, NE
• 03/2016 → 10/2024
  Principal Securities Inc
  Elkhorn, NE
• 10/2024 → Present
  Private Client Services
  Birmingham, AL
• 10/2024 → Present
  Rfg Advisory, Llc
  Omaha, NE

Previous Registrations

• 2014-04-29 → 2024-09-19
  Principal Securities, Inc.
  Roseville, CA
  Elkhorn, NE

Other Businesses

RFG Advisory. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-28
• S63 Uniform Securities Agent State Law Examination
  2010-04-23

Other Names

• Snyder Timothy
• Tim Snyder