Daniel Snow

Advisor at Edward Jones

Updated today

Location

New Castle, CO 81647

Credentials

Series 66

Industry experience

2 years

About

Daniel Snow is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Bloedorn Lumber. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Real estate investing

Occupation focus

Military & Veterans

Demographic focus

Newlywed/Engaged Young Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

820 Castle Valley Blvd, Suite 108

New Castle, CO 81647

Most active in

Colorado · Texas

Work history

Edward Jones

2023 - Present (3 years)

Bloedorn Lumber

2015 - 2023 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced
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Antonio A

Series 63, Series 65

Glenwood Springs, CO

Antunes International Investment Management

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Cash flow / budgeting Tax strategies for small businesses General estate planning guidance Real estate investing
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Ryan P

CFP®, ChFC®, Series 63

Glenwood Springs, CO

Sunlight Peaks Financial Partners, LLC

Ryan Parson is a financial advisor with Sunlight Peaks Financial Partners, LLC, holding the CFP® and ChFC® designations and seven years of industry experience. He previously worked at Colonial Capital Management, LLC and has been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory role, Parson is involved in various business management and ownership activities, including several non-investment-related entities focused on real estate and transportation. Sunlight Peaks Financial Partners provides investment consulting, private investment sourcing, and financial planning primarily to accredited and qualified investors with significant investable assets. The firm operates on a non-discretionary, consultative basis, emphasizing buy-and-hold strategic asset allocation and due diligence for private funds, and offers services including a Virtual Family Office for complex household relationships.

Private / alternative investments Wealth management Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
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Daniel M

CFP®

Glenwood Springs, CO

Evolution Vision Wealth Management

Daniel Mc Caslin is a CFP® professional with four years of industry experience, currently serving at Snowball Wealth Management since 2021. Prior to this, he worked at Alpine Bank from 2007 to 2021. Snowball Wealth Management provides portfolio management, financial planning, and wealth management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and cyclical analysis within a modern-portfolio framework, incorporating options and derivative strategies as part of its long-term investment approach.

Active portfolio management Options & derivatives strategies Private / alternative investments
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Donald C

CFP®, Series 63, Series 65

Glenwood Springs, CO

Commonwealth Financial Network

Donald Click is a CFP® professional with over 43 years of experience in the financial services industry. He has been associated with Commonwealth Financial Network since 2000 and also owns Resource Financial Planning Corporation and the Don Click Insurance Agency. Outside of advisory work, he owns DM Management, Inc., a holding company for sports tickets, and manages mineral rights leasing activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and multiple program structures, providing advisors with broad discretion in portfolio construction and access to various securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Timothy R

CFP®, Series 66

Glenwood Springs, CO

Commonwealth Financial Network

Timothy Rahmeier is a financial advisor with Commonwealth Financial Network and Resource Financial Planning Corporation, holding CFP® and Series 66 credentials and having 20 years of industry experience. He has been with both firms since 2005. Outside of his advisory work, he is the owner and president of Advance Financial, Inc., a private entity involved in securities and investment advisory activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources, while offering discretionary model portfolios and distinct program structures.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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