William Sneckner (CRD# 7138977) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Englewood, CO and has over 4 years of experience in the finance industry. William Sneckner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ridgegate Alternatives LLC | Englewood, CO | Dec 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Apr 2021 - Current | 3 |
| Emerson Equity LLC | San Mateo, CA | Nov 2020 - Current | 3 |
| Ridgegate Advisors, LLC | Englewood, CO | Sep 2020 - Current | 3 |
| Ridgegate Financial | Englewood, CO | Sep 2020 - Current | 3 |
| Ridgegate Insurance | Englewood, CO | Sep 2020 - Current | 3 |
| Emerson Equity LLC | San Mateo, CA | Nov 2020 - Jan 2021 | < 1 |
| Fidelity Investments | Centennial, CO | Jun 2019 - Aug 2020 | 1 |
| Unemployed | Woodland Park, CO | Aug 2018 - Jun 2019 | < 1 |
| Key Bank | Colorado Springs, CO | May 2018 - Aug 2018 | < 1 |
| Unemployed | Colorado Springs, CO | Aug 2017 - May 2018 | < 1 |
| Park State Bank & Trust | Woodland Park, CO | May 2017 - Aug 2017 | < 1 |
| Unemployed | Woodland Park, CO | Aug 2016 - May 2017 | < 1 |
| Dependable Masonry | Woodland Park, CO | May 2016 - Aug 2016 | < 1 |
| Unemployed | Woodland Park, CO | Aug 2015 - May 2016 | < 1 |
| Subway | Woodland Park, CO | Sep 2014 - Aug 2015 | < 1 |
| Home Schooling | Woodland Park, CO | Aug 2014 - May 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- CO
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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