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Nicholas Andrew Snyder

Advisor at LPL Financial — Bowling Green, OH Brim Rd

Updated today

Credentials

Series 63

Experience

23 years

Location

Bowling Green, OH 43402

LPL Financial logo

LPL Financial

Institution

Total advisors

22,716

Across 10,440 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Nicholas Snyder is a financial advisor with LPL Financial in Bowling Green, OH, holding a Series 63 credential and 23 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with Northern Penguins, LLC, which holds a cabin in northern Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes model portfolios, third-party subadvisors, and advanced technologies.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Bowling Green, OH Brim Rd

1302 Brim Rd, Suite 1

Bowling Green OH 43402

Advisors at this office

1

Most active in

Ohio

Work history

23 years of industry experience

LPL Financial, LLC

2004 - Present • 22 years

Bowling Green, OH

Ameriprise

2003 - 2004 • 1 year

Westlake, OH

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

Steven C

Series 66

Maumee, OH

OSAIC

Steven Cochran Jr. is a financial professional at OSAIC with 16 years of industry experience. He holds a Series 7 and Series 66 designation and has been with Savage and Associates since 2010. Outside of his financial career, Cochran serves as a head coach and instructor for a youth hockey team, providing coaching and skating lessons. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs a technology-driven investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

General retirement planning Caring for aging parents Multi-generational wealth transfer Life insurance needs analysis Wealth management Founder/Business Owner Executive Retired University Employee Self-Employed Mid-Career Professionals Approaching retirement Established Professionals Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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Andreas J

Series 65

Perrysburg, OH

Juarez, Andreas

Andreas Juarez is a financial advisor at Juarez, Andreas with one year of industry experience. He holds a Series 65 designation and has prior work history including roles at JDA TSG, Amazon LLC, Stellantis, Ohio State University, and Lowe's. Outside of advising, he owns and operates a tax preparation business serving individual clients. His firm, Midwest Guidance LLC, is a state-registered investment adviser that serves individual and high-net-worth clients with a value-oriented investment approach. The firm manages accounts on a discretionary basis and emphasizes fundamental analysis while maintaining conflict controls and client-focused policies.

Active portfolio management
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Corey S

Series 65

Bowling Green, OH

Selhorst Services Inc.

Corey Selhorst is a financial advisor at Selhorst Services Inc. with seven years of industry experience. He holds a Series 65 designation and has worked at Bowling Green State University since 2019, where he is a senior financial accountant. Additionally, he provides seasonal tax advisory services as an independent contractor for Intuit TurboTax. Selhorst Services provides tax preparation, tax planning, financial planning, and investment advisory services with a focus on comprehensive financial planning. The firm uses historical asset-class analysis and diversification strategies to develop asset allocations tailored to clients’ risk tolerances and time horizons, emphasizing expense minimization and tax efficiency, while not managing assets or maintaining custody of client funds.

General tax planning Wealth management
user avatar

Kelsey B

Series 65, Series 63

Whitehouse, OH

Apricity Financial Planning

Kelsey Burke is a financial advisor at Apricity Financial Planning with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked nine years at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, she is involved in podcasting and movement/mindfulness instruction. Apricity Financial Planning is a fee-only independent investment adviser serving individuals, high-net-worth clients, and small businesses. The firm emphasizes asset allocation and Modern Portfolio Theory in its investment approach, using primarily mutual funds and ETFs with a passive management style, and offers ongoing financial planning along with educational seminars and speaking engagements.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement income strategy
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Brian H

CFP®

Perrysburg, OH

Hughes Financial Group, LLC

Brian Hughes is a CFP® professional with 14 years of experience in financial advising. He founded Hughes Financial Group, LLC in 2013 and has led the firm since its inception. Hughes Financial Group, LLC is an independent, fee-only firm providing personalized financial planning and investment management to individuals, trusts, estates, pension and profit-sharing plans, and business clients. The firm employs active asset management using proprietary strategies and a mix of mutual funds, ETFs, and other instruments, managing approximately $22.8 million for around 42 clients as of December 31, 2025.

Active portfolio management Cash flow / budgeting
user avatar

Adam C

Series 63

Perrysburg, OH

Fourth Dimension Financial Group

Adam Cufr is a financial advisor with Fourth Dimension Financial Group in Perrysburg, OH, holding a Series 63 license and 18 years of industry experience. He is the sole owner of OrangeSuitsYou, Inc., a marketing services company focused on financial advisors, and has served as a musician with the Ohio Air National Guard's 555th Air Force Band. Fourth Dimension Financial Group provides investment supervisory services and financial planning to individual investors, including high-net-worth clients, as well as company 401(k) plans. The firm matches clients to third-party money managers based on personalized investment policy statements and offers periodic educational seminars and workshops.

College savings (529s, UTMA, etc.) Annuities
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