Broker Check

Ted D. Snow, CFP®, MBA

Award-Winning Expertise

Award-Winning Expertise

  • Over 33 years of investment experience
  • Author of best selling book: Investment QuickStart Guide
  • Honored in D Magazine 's Best Financial Planners - 2002, 2006
  • Recognized in Guide to America’s Best Financial Planners - 2005-present
  • Received “5 Star Pro” Wealth Manager Award in Texas Monthly
  • Contributor for Forbes Magazine, CNBC, U.S. News and World Report, Kiplinger, Yahoo! FinanceInvestopediaThe Suit
  • Interviewed by Texas Living and D Magazine’s D: The Broadcast TV programs
  • Appeared in Addison Magazine
Solid Educational Background

Solid Educational Background

  • CERTIFIED FINANCIAL PLANNER™ professional designation,1997
  • MBA in Financial Planning, Magna cum laude, University of Dallas,1995
  • Bachelor's degree in Finance, Utah State University, 1986
  • Adjunct Professor, University of Dallas Graduate School of Management, 1999-2007
  • Founding principal of Snow Financial Group, LLC, 2006 to present (Dallas, TX)
  • Investment Company Products/Variable Contracts Limited Securities Representative (FINRA Series 6)
  • Uniform Securities Agent State Law Examination (Series 63)
  • General Securities Representative (Series 7)
  • Group I Licensed Insurance Agent

The disclosure at the end of the videos displayed on this page has changed. As of 04/01/2016, please refer to the following language: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Snow Financial Group, Inc.  is not affiliated with Kestra IS or Kestra AS.