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William Snuggerud

Advisor at Private Advisor Group, LLC

Updated today

Location

Ely, MN

Credentials

Series 63, Series 65

Industry experience

26 years

About

William Snuggerud is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Private Advisor Group since 2022 and has been affiliated with Investors Financial Group and LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Client services

Based on Private Advisor Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Solicitation/referral

Occupation focus

Based on Private Advisor Group, LLC

Retired Founder/Business Owner

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Fee options

Fixed

Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.

Percentage

Negotiable up to 2.00% annually

Commissions

Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.

Project-based

Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.

Other

Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.

Location

Ely, MN

Most active in

Minnesota

Work history

Private Advisor Group, LLC

2022 - Present (4 years)

Investors Financial Group, LLC

2016 - Present (10 years)

LPL Financial, LLC

2016 - Present (10 years)

Disclosures

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

Business activities & affiliations

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Alexander S

Series 63, Series 66

Ely, MN

Thrivent Investment Management

Alexander Stark is a financial advisor with Thrivent Investment Management in Ely, MN, holding Series 63 and Series 66 designations and having seven years of industry experience. He has been with Thrivent since 2018 and previously worked in retail positions at Kay Jeweler's and Men's Wearhouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.

Business ownership considerations
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Daniel P

Series 63, Series 65

Ely, MN

LPL Financial

Daniel Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2006. Outside of his advisory role, he is involved with Peterson Wealth Advisors LLC, a business entity maintained for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Jeffrey S

Series 63, Series 65

Ely, MN

Edward Jones

Jeffrey Sundell Jr. is a financial advisor at Edward Jones with 35 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Edward Jones since 2001. Outside of his advisory work, Sundell serves as Chairman of the Board for the Ely Area Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets and supported by a network of over 23,700 financial advisors nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Laura L

Series 66

Ely, MN

LPL Financial

Laura Lamppa is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at LPL Financial since 2017 and previously was with Investment Centers of America from 2015 to 2017. She is also affiliated with Frandsen Bank & Trust, where she has been involved since 2005. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Joseph W

Series 66

Ely, MN

Thrivent Investment Management

Joseph Weise is a Series 66-licensed financial advisor with five years of industry experience, currently with Thrivent Investment Management. His prior roles include positions at the USA Forest Services and the Twin Cities YMCA. He has spent his entire financial advisory career at Thrivent Financial and its investment management division since 2020. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across various planning topics. The firm separates its planning services from portfolio management and does not serve institutional clients with portfolio management or adviser selection.

Business ownership considerations
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Keith S

Series 66

Ely, MN

Thrivent Investment Management

Keith Stark is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with Thrivent Investment Management in Ely, MN. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning on a range of topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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