Kevin Snow
CFP®, Financial Advisor - Owner and President of Equity Design Group. at Equity Design Group | Marathon County, Wisconsin, United States
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Kevin Snow, CFP®, is the Owner and President of Equity Design Group, where he leverages over three decades of experience in financial planning to guide clients toward achieving their financial goals. A graduate of the University of Northern Iowa with a Bachelor’s Degree in Economics, Kevin began his career in Iowa City before relocating to Wausau, Wisconsin, in 1995. Since then, he has dedicated himself to building a comprehensive financial advisory practice that emphasizes personalized financial planning, risk management, and investment strategies tailored to each client's unique needs.
At Equity Design Group, Kevin leads key projects that focus on holistic financial strategies, including asset allocation models and the development of wrap accounts that streamline investment management for clients. His expertise extends to a wide range of financial products, including mutual funds, unit investment trusts, and 529 plans, allowing him to craft diversified portfolios that align with clients' risk tolerance and long-term objectives. Additionally, Kevin is well-versed in variable annuities and life insurance, ensuring that clients have robust protection and growth strategies in place.
Kevin's commitment to education and transparency is evident in his approach to client relationships, where he prioritizes clear communication and ongoing support. He is dedicated to helping individuals and families navigate the complexities of financial planning, from retirement strategies to estate planning. With a focus on building lasting relationships, Kevin Snow and Equity Design Group strive to empower clients to make informed financial decisions, ultimately leading to a secure financial future.
CFP®, Financial Advisor - Owner and President of Equity Design Group. at Equity Design Group in January 1995 to Present
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Personal Financial Planning
• Estate, Retirement, Education, and Investment Planning
• Risk Management and Insurance Planning
Wrap Accounts
Asset Allocation Models
Investments
Mutual Funds
Unit Investment Trusts
529 Plans
Variable Annuities & Life Insurance
• Stock & Bond Brokerage through qualified, registered representatives
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Discover more about Equity Design GroupWhat is Kevin Snow email address?
Email Kevin Snow at [email protected] and [email protected]. This email is the most updated Kevin Snow email found in 2026.
What is Kevin Snow phone number?
Kevin Snow phone number is +18609188248 and +13039685769.
How to contact Kevin Snow?
To contact Kevin Snow send an email to [email protected] or [email protected]. If you want to call Kevin Snow try calling on +18609188248 and +13039685769.
What is Kevin Snow net worth?
Kevin Snow has an estimated net worth of $375,000 to $499,999
What company does Kevin Snow work for?
Kevin Snow works for Equity Design Group
What is Kevin Snow's role at Equity Design Group?
Kevin Snow is CFP®, Financial Advisor - Owner and President of Equity Design Group.
What industry does Kevin Snow work in?
Kevin Snow works in the Financial Services industry.
Kevin Snow Email Addresses
Kevin Snow Phone Numbers
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