Daniel B Snow

Advisor at Edward Jones — New Castle, CO

Updated today

Credentials

Series 66

Experience

3 years

Location

New Castle, CO 81647

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Daniel Snow is a financial advisor at Edward Jones in New Castle, Colorado, with three years of industry experience. He holds a Series 66 designation and previously worked for eight years at Bloedorn Lumber before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

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

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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

See office

New Castle, CO

820 Castle Valley Blvd, Suite 108

New Castle CO 81647

Advisors at this office

1

Most active in

Colorado · Texas

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Bloedorn Lumber

2015 - 2023 • 8 years

Laramie, WY

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
user avatar

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.

Wealth management Private / alternative investments Charitable giving & philanthropy
user avatar

Daniel M

CFP®

Glenwood Springs, CO

Evolution Vision Wealth Management

Daniel Mc Caslin is a CFP® professional with five years of industry experience, currently serving at Evolution Vision Wealth Management. Prior to joining Evolution Vision Wealth Management in 2026, he worked at TNL Asset Management dba Snowball Wealth Management for five years and spent fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and financial planning primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $65 million across 98 client relationships through individualized portfolios that incorporate fundamental, technical, and cyclical analysis, emphasizing bundled planning within asset management.

Annuities
user avatar

Donald C

CFP®, Series 63, Series 65

Glenwood Springs, CO

Commonwealth Financial Network

Donald Click is a financial advisor with Commonwealth Financial Network in Glenwood Springs, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes long-term engagements with Resource Financial Planning Corporation and ownership of the Don Click Insurance Agency. Outside of his advisory role, he owns DM Management, Inc., a holding company for sports tickets. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, utilizing both internally managed and outsourced investment solutions.

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

Timothy R

CFP®, Series 66

Glenwood Springs, CO

Commonwealth Financial Network

Timothy Rahmeier is a CFP® with 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with Commonwealth since 2005, with a brief overlapping role at Resource Financial Planning Corporation where he also maintains an ongoing affiliation. He is the owner and president of Advance Financial, Inc., a private company established for securities and investment advisory business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, and custody services.

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