Kevin
Haggerty
Snowball Wealth Management
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About this Advisor
Kevin Haggerty is a financial advisor based in Boulder, Colorado, working with Snowball Wealth Management. Kevin has previously held positions at New York Life Insurance Company, Mesa Systems, Nylife Securities LLC, Mesa Moving & Storage, Ny Life, Alpine Bank Wealth Management, and Tnl Asset Management Dba Snowball Wealth Management. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Illinois, and Texas. Currently, Kevin is part of Snowball Wealth Management, which operates out of Boulder, Colorado. The firm has 1 office and 4 employees. The firm manages assets totaling $123.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Snowball Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Snowball Wealth Management Brokerage Details
$123,500,000
4
349
$353,868
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kevin Haggerty Work History
Tnl Asset Management Dba Snowball Wealth Management
Alpine Bank Wealth Management
Ny Life
New York Life Insurance Company
Nylife Securities LLC
Mesa Systems
Mesa Moving & Storage
Disclosures
Please visit the SEC profile of Kevin Haggerty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Snowball Wealth Management
Boulder, CO
Boulder, CO
Boulder, CO
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