Alexander Scott james Snyder
Investment adviser representative at Compound Planning, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Compound Planning, Inc.Mar 2025 to now
- Choreo, LLCJun 2024 to Mar 2025
- Mcf Advisors LLCAug 2023 to May 2024
- Johnson Investment CounselJun 2021 to May 2023
- Acadia Legacy GroupMay 2020 to May 2021
- Cornerstone ChurchAug 2019 to May 2020
- Cornerstone ChurchDec 2018 to May 2019
- Acadia Legacy GroupMay 2018 to Aug 2018
- Home DepotJun 2017 to Aug 2017
- Iowa State UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7537936
- Firm CRD
- 171787