CRD: 147676
Teeple Snyder Newsome Wealth & TAX Management
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- Custodian
- Charles Schwab & Company · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2008
- Office Locations
- 4
Office Locations
About Teeple Snyder Newsome Wealth & TAX Management
TSN Wealth & Tax Management provides integrated wealth management and tax/accounting under one roof for individuals, families, business owners, and executives. Services include investment management, financial planning, retirement and estate planning, tax planning/compliance, and outsourced CFO/accounting. 100% fee-only. Advisors cap relationships at 75 clients and participate in Dave Ramsey’s SmartVestor Pro/ELP networks.
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Client Personas
Custodian
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Investment Vehicles
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Owner & Executives
MATTHEW JOEL TEEPLE
President
- CRD
- #4827102
- Ownership
- 75% or more
Timothy Alan Dukeman
Chief Compliance Officer
- CRD
- #7117688
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Jason Herbert Berkholz
--
- CRD
- #8289557
Aaron Sean Downs
Financial Advisor
- CRD
- #7825354
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,723,543 | $20,186 |
| Non-Discretionary | $282,318,806 | $149,851 |
| Total | $287,042,349 | $135,525 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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