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RIA / WealthAdvisor15 years in industry

MICHAEL ALAN SNYDER

Advisor at ZEGA INVESTMENTS, LLC

WILMETTE, IL | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:ae23b5a3-4d97-e85f-82cd-fdead7968cc8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 20, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ZEGA INVESTMENTS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 18, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 18, 2011
First registration: Jan 20, 2011
Dual registered: no
IAPD individual key: 5841076

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ZEGA INVESTMENTS, LLC	Mixed wealth	Jul 30, 2025	n/a	yes	PALM BEACH GARDENS, FL\|WILMETTE, IL	Current employment
CREATIVE PLANNING	Independent wealth	Oct 6, 2015	Jul 1, 2025	no	Chicago, IL\|OVERLAND PARK, KS\|Chicago, IL\|Chicago, IL\|Northfield, IL\|Chicago, IL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 20, 2011	Jul 13, 2015	no	OAK BROOK, IL\|CHICAGO, IL\|OAK BROOK, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 20, 2011	Jul 13, 2015	no	Oak Brook, IL\|Chicago, IL\|Oak Brook, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING	ZEGA INVESTMENTS, LLC	Jul 1, 2025	Jul 30, 2025	29	Firm change	RIA to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 13, 2015	Jan 20, 2011	-1,635	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 13, 2015	Jan 20, 2011	-1,635	Firm change after gap	Other

Relationships

Registered with (4)

→ ZEGA INVESTMENTS, LLCRegistered adviserregistration: current employment
Jul 30, 2025 to presentfactForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Oct 6, 2015 to Jul 1, 2025factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 20, 2011 to Jul 13, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 20, 2011 to Jul 13, 2015factForm ADV

Dated events

Occurred
Jul 1, 2025
Advisor changed firm
Michael Alan Snyder left Creative Planning for Zega Investments, Llc (registered 2025-07-30)
Form ADVobserved 5 days ago