Broker Check

Ted D. Snow, CFP®, MBA

Award-Winning Expertise

Award-Winning Expertise

  • Over 36 years of investment experience
  • Author of best-selling book: Investment QuickStart Guide and his new book Retirement Planning QuickStart Guide
  • Honored in D Magazine 's Best Financial Planners - 2002, 2006
  • 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.

Additional Kestra Investor Disclosures