Kyle Kues
Advisor at Snowcap Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Snowcap Financial
Location
Castle Rock, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
About
Kyle Kues is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at Snowcap Financial in Castle Rock, CO. His prior experience includes roles at Securities America and Daimler AG. Snowcap Financial is an independent advisory firm managing approximately $13.2 million for around 45 clients, including individual investors, businesses, and employer-sponsored retirement plans. The firm focuses on passive portfolio construction combined with fundamental, technical, and cyclical analysis, offering services such as discretionary portfolio management, financial planning, employee benefit plan advisory, and educational seminars.
Client services
Based on Snowcap Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Snowcap Financial
Annuities
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fees range from $2,400 to $8,000; Ongoing Financial Planning fees $600 to $2,000 upfront plus monthly ($200-$666.67), quarterly ($600-$2,000), or semi-annual ($1,200-$4,000) ongoing fees.
$0 - $999,999.99: 1.00% $1,000,000 - $2,499,999.99: 0.80% $2,500,000 - $4,999,999.99: 0.70% $5,000,000+: 0.60%
Location
Castle Rock, CO
Most active in
Kyle K has reported serving >5 clients in these states in the last 12 months.
Colorado · Massachusetts · Oklahoma · Texas
Work history
Snowcap Financial LLC
2021 - Present (5 years)
Securities America
2018 - 2021 (3 years)
UnEmployed
2018 - 2018 (1 year)
Daimler AG
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Sam T
Verified by Warmer
CFP®, Series 63, Series 65, AIF®
Castle Rock, CO
Fidelis Wealth Advisors
Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
Mark T
Series 63, Series 66
Parker, CO
Elite Wealth Management
Mark S
Series 63
Castle Rock, CO
Mark P.. Shively
Stephen S
Series 63, Series 65
Highlands Ranch, CO
Evergreen Investment Management, LLC
Stephen P
Series 63, Series 65
Castle Pines, CO
Wealth Management Consultants L.L.C.
Joseph D
Series 65
Highlands Ranch, CO
Tree Line Strategy Group LLC
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