Kyle Kues, CFP®, MBA Snowcap Financial LLC

About Kyle Kues, CFP®, MBA

I graduated from the University of Oklahoma with a degree in Business Management. After a few years I moved to Germany and earned a MBA from Pforzheim University, and lived and worked in Berlin for a few years. For the last three and a half years, after moving back to the US, I have been a Financial Planner and now run Snowcap Financial.

Through Snowcap Financial I primarily serve young professionals and their families. We are planning for the long term together. Marriage, kids, buying a home, planning for college, etc. I am right there with you on this journey. I have run small businesses (including launching my own) and have worked for one of the 25 largest companies in the world helping to lead an international department.

I understand the challenges you face, and want to be a resource for you as you look to figure out what money means to you and how best to use it to do something meaningful in your life.

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Recently Published

Why Don’t Advisors Look At Your Taxes?!

April 18, 2022

Why don’t Advisors look at your taxes?! We don’t tip the IRS! Every recommendation we make has tax implications, and it’s our job to help you find ways to minimize what you owe, without paying one penny more!

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What Does A Russian Invasion Of Ukraine Mean For You And Your Portfolio?

February 24, 2022

What Does A Russian Invasion Of Ukraine Mean For You And Your Portfolio? There is much uncertainty right now. The first thing we need to do is be patient.

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Should You Buy A Nice Watch?

January 25, 2022

Should You Buy a Nice Watch? Is that really a worthwhile place to put your money? You might be surprised at our take on the topic!

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Ideal Clients

  • Gen Y/Millennials
  • HENRY (High Earners, Not Rich Yet)
  • Young Families
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Quarterly Fee: $300+/qtr
  • Flat Fee: $1200+/engagement
  • Assets Under Management: 0.90%

SEC Records

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