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Monte Snider

Snider Financial Group

12505 Bel-Red Rd. Suite 200

Bellevue, WA 98005
(425) 4537080

About Snider Financial Group

Snider Financial Group, Inc., is a full-service wealth management team of Financial Advisors in Bellevue, WA. We recognize the importance of creating long-term client relationships built on integrity and trust. In order to earn that trust we put the clients' interests first and care for each client's goals as if they were our own. Our investment advice services are flexible and objective and we are not exclusive to the products of any bank, brokerage, or insurance company. We provide unbiased financial planning for high net-worth individuals and families who seek comprehensive, dynamic financial plans to achieve their life goals. Our goal is to bring clarity and transparency to your complex investment challenges. These core values have created a happy family of high net-worth clients and we would like to warmly invite you to join our family.

Sincerely,

Monte Snider, President

General Information

Firm Start Year

2001

No.of Employees

5-9

CRD#

2244934

Name of Broker/Dealer

LPL Financial

States Licensed in

AK, AR, AZ, CA, ID, IL, KY, MD, MI, MN, MT, NJ, NY, OH, OR, PA, UT, WA, WI

Years of Experience in Financial Services

20

Number of Years with Current Firm

13

Work Experience

Twenty years of experience in financial planning. I am a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and a Life Underwriter Training Council Fellow (LUTCF) and FINRA series 6, 63, 7, 65, 24, 53, and 3 registered with LPL Financial. My education includes a degree in finance from the University of Arkansas and continued education at the American College (focus includes retirement income planning, income taxation, investments, risk management and financial planning) and MetLife's Financial Planning School.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Services

Investment Types

Access to Real Estate, Insurance, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via phone, At your office, At your home, At my office, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU®)

Securities Licenses

Series 24, Series 7, Series 53, Series 63, Series 3, Series 6, Series 65

Insurance and Annuity Licenses

Disability, Property, Casualty, Health, Life

Financial Organization Memberships

Financial Services Institute, Million Dollar Roundtable, Paladin Registry

Firm Information

Firm's Number of Clients

104

Firm's Number of Planning Clients

85

Firm's Number of Managed Clients

104

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

100

Advisor's Number of Managed Clients

100

Advisor's Number of Planning Clients

85

Assets Managed by Advisor

$100,000,000

Compensation and Fees

Fee Structure

I am a Fee-Based financial professional

Minimum Portfolio Size for New Managed Accounts

$200,000

Compensation Methods

Flat Fee

Fee % Based on Assets

.5 - 1.8%

Hourly Rate

$250

Additional Details on Charges

Our fees are negotiable based on client investments, situation and scope of services provided.

Minimum Fee Charged for Hourly Planning Accounts

3500

Minimum Fee Charged for Flat Fee Accounts

3500

Education

B.S.B.A with a Major in Finance - Finance

University of Arkansas
September 1987 - June 1992

Disclaimer

Securities offered through LPL Financial, member FINRA (www.finra.org), SIPC (www.sipc.org). Investment Advisory Services offered through Snider Financial Group, a registered investment advisor not affiliated with LPL Financial.