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Frank Bennett Snyder IV

Advisor at Cambridge Investment Research Advisors — Greenville, IL

Updated today

Credentials

ChFC®, Series 63

Experience

27 years

Location

Greenville, IL 62246

Cambridge Investment Research Advisors logo

Cambridge Investment Research Advisors

Institution

Total advisors

3,909

Across 2,200 offices

Clients per advisor

91 Typical

Avg AUM per client

$378,281 Low

HNW client ratio

13% Typical

About

Frank Snyder IV is a ChFC® with 27 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2016. He is also the owner of Snyder Financial, Inc., where he operates as an independent insurance agent offering life, health, home, auto, and commercial insurance products, and provides tax preparation and bookkeeping services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm delivers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions tailored to client objectives.

Client services

Based on Cambridge Investment Research Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Market timing

Expertise

Based on Cambridge Investment Research Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities

Occupation focus

Based on Cambridge Investment Research Advisors

Self-Employed

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Fee options

Fixed

For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000

Percentage

$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%

Commissions

Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales

Project-based

Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services

Subscriptions

Financial Wellness services paid by employer; flat or hourly fees per agreement

Other

Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts

Location

See office

Greenville, IL

1000 E Harris Ave

Greenville IL 62246

Advisors at this office

3

Most active in

Illinois · Texas

Work history

27 years of industry experience

Cambridge Investment Research Advisors, Inc.

2016 - Present • 10 years

Fairfield, IA

Cambridge Investment Research, Inc.

2016 - Present • 10 years

Fairfield, IA

Snyder Financial, Inc.

1999 - Present • 27 years

Greenville, IL

Disclosures

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

Business activities & affiliations

user avatar

Michael M

Series 65

Greenville, IL

Values First Advisors, Inc.

Michael Mitchell is a financial advisor at Values First Advisors, Inc. with 15 years of industry experience. He holds a Series 65 designation and has worked in product management for Eurofins Pharma Discovery Services since 2016, focusing on pharmaceutical drug safety and efficacy. Values First Advisors, Inc. is an independent SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm manages approximately $215 million across seven advisors, applying Biblically Responsible Investing principles through long-term equity and fixed-income strategies with a range of investment vehicles and fiduciary services.

Religious/faith focused
user avatar

Lee S

Series 63, Series 66

Greenville, IL

Kovack Advisors, Inc.

Lee Simmonds is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2009 and was previously with LPL Financial from 2005 to 2009. Simmonds is also a registered notary public. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and access to sub-advisor programs using a combination of proprietary models and third-party managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
user avatar

Joseph H

Series 66

Highland, IL

LPL Financial

Joseph Horstmann is a financial advisor with LPL Financial in Highland, Illinois, holding a Series 66 designation and 18 years of industry experience. He has been associated with LPL Financial since 2012 and founded Horstmann Premier Financial in 2015. Outside of his advisory work, he is involved in family-owned businesses including an ice vending enterprise and a related vending business partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brock B

Series 66

Vandalia, IL

Cetera

Brock Brannon is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Cambridge Investment Research and Investment Centers of America. Brannon serves as treasurer for the Vandals Sports Booster Club in Vandalia, IL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and bespoke strategies, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher W

Series 66

Highland, IL

Raymond James & Associates

Christopher Wiegand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Stifel Nicolaus and Stifel Financial Corp before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering a range of financial planning and consulting services, with an emphasis on tailored, non-discretionary advice supported by firm research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Blake S

Series 66

Greenville, IL

Cambridge Investment Research Advisors

Blake Snyder is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience and has been with Cambridge Investment Research Advisors since 2018. Blake also operates Frank Snyder Financial, an independent advisory practice. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a broad network of independent professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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