Ted Delaney Snow

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2006 → Present
  Snow Financial Group
  Addison, TX
• 04/2016 → Present
  Kestra Investment Services, Llc
  Addison, TX
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Addison, TX

Previous Registrations

• 1999-09-17 → 2006-01-03
  Osaic Fa, Inc.
  Dallas, TX

Other Businesses

Name: SNOW EDUCATIONAL RESOURCES ASSOCIATES, LLC POSITION: co-owner NATURE: To provide biblically based learning material to international friends all around the world. INVESTMENT RELATED: No #OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2011 ADDRESS: 13500 Noel Road Apt 250, Dallas TX 75240 DESCRIPTION: Help international people build their conversational English skills while reading the bible. By donating to the Allegro portal, donors get a tax deduction. We would like to invite clients of Snow Financial Group, LLC (Kestra is the broker/dealer) to partner with us Name: SNOW FINANCIAL GROUP, LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 105 START DATE: 04/15/2012 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: I act as the Certified Financial Planner professional managing assets, planning for retirement, estates, insurance, business, other general financial planning advice. provide retirement education classes. Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/04/2016 ADDRESS: 5707 Southwest Parkway Building 2, Suite 400, Austin TX 78735 DESCRIPTION: Investment advisory services Name: TED D. SNOW POSITION: Author NATURE: Author INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 02/09/2018 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: Author Name: TED D. SNOW POSITION: Independent contractor and sales rep NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 05/01/2013 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: I talk to people and business owners in the course of my everyday advisory business as to the merits of having legal counsel at their finger tips. Name: Ted Snow Invest Rel: N Addr: 3939 Beltline Rd., Ste 310-A Addison TX 75001 NOB: Other Other/None of the Above I will be providing opinions to questions of people that have hired a marketing firm to help them in research of a product or service. Similar to being in a focus group. No client or business related info will be exchanged just opinions on topics like industry software or social media sites or marketing material related to my professional industry for a nominal fee of between $150-$200/hour Position, Title or Relationship: See 2.66 above Start Date: 4/20/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: See 2.66 above Name: TED SNOW POSITION: See 2.66 above NATURE: offering opinions to research marketing companies INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 04/20/2020 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251 DESCRIPTION: See 2.66 above Name: INSURACTIVE POSITION: Referrer NATURE: Referrer INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/13/2025 ADDRESS: 12404 Park Central Drive, Suite 125-S, Dallas TX 75251, United States DESCRIPTION: I would be referring Medicare aged clients to Insuractive to provide Medicare supplement plans and Medicare advantage plans to clients and advise them what would be best for my clients. This is not an area I'm competent in so I want to out source the service to professionals that do this everyday. I would receive a flat referral fee each time someone placed business through Insuractive.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-04-16

Designations

• Certified Financial Planner

Other Names

• Ted D Snow