Kevin
Haggerty

Snowball Wealth Management

CRD#6253879
Investment Advisor
in Boulder, CO

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3445 Penrose Place Suite 130
Boulder, CO 80301

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Snowball Wealth Management Brokerage Details

Total Assets Under Management

$123,500,000

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

349

CO Average: 1,101
Average Account Size

$353,868

CO Average: $2,134,119

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

2021 - Present (3 years)

Tnl Asset Management Dba Snowball Wealth Management

2017 - 2021 (4 years)

Alpine Bank Wealth Management

2014 - 2017 (3 years)

Ny Life

2013 - 2016 (3 years)

New York Life Insurance Company

2013 - 2016 (3 years)

Nylife Securities LLC

2001 - 2014 (13 years)

Mesa Systems

1999 - 2014 (15 years)

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

Daniel Mccaslin
Boulder, CO
Todd Lebor
Boulder, CO
Kevin Haggerty
Boulder, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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