THE COMPANY
Snowbird Financial LLC was formed as a Limited Liability Company in the state of Indiana on June 26, 2012. Snowbird Financial provides financial planning and wealth management services to individuals, families and businesses. Its' mission is to build long term relationships with clients in an effort to help them reach their financial goals and achieve greater piece of mind.
Snowbird Financial LLC cares about it's clients. Taking care of our clients is our number one priority. Please let us know how we can help you achieve your financial goals. |
THE PEOPLEBrian Robinson, Advisor and Founder of Snowbird Financial LLC, graduated from the Indiana University Kelley School of Business in 2003. He began his financial services career in 2005 working as a Financial Advisor for Ameriprise. In 2007, he joined Charles Schwab and worked in various positions, most notably as an Associate Portfolio Consultant in Schwab Private Client. In 2010, he joined the Mayor's staff at the City of Bloomington as the Assistant Deputy Mayor and later as the Communications Director. In 2012, he decided that the time was right to start the company he long dreamed of.
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MORE INFORMATION
Additional information about Snowbird Financial LLC is also available on the SEC's website at www.adviserinfo.sec.gov. Snowbird Financial LLC's CRD number is: 164999.
Additional information about Brian Jeffrey Robinson is also available on the SEC's website at www.adviserinfo.sec.gov. Brian Robinson's personal CRD number is: 4927755. |
Copyright 2016, Snowbird Financial LLC. All Rights Reserved.
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