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SNIDER TALBOT FINANCIAL PLANNING LLC
CRD 144026
12 WEST KANSAS STREET, SUITE D, LIBERTY, MO, 64068-2319, United States
Phone
816-223-4149
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.8M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps; 44 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $44.2M |
| High net worth individuals | 13 | $18.6M |
All web addresses on file
Official SEC filing: View on IAPD