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Travis Boyd Bert

Gladstone Wealth Partners

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About Travis Boyd Bert

Travis Boyd Bert is a financial advisor registered with Gladstone Wealth Partners. Travis has been in the financial services industry since August 2020. He is a registered representative in the state of Pennsylvania. Travis has a Series 7TO, Series 66 and SIE. He provides financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. He has experience in retirement planning, general consulting, and portfolio management.

Firm Information

Travis Bert is currently registered with Gladstone Wealth Partners. Gladstone Wealth Partners is a registered investment advisor located in PALM BEACH GARDENS, FL. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have over 100 investment advisor representatives and approximately $4 billion in regulatory assets under management. Their client base primarily includes individuals, high-net-worth individuals, corporations, and charitable organizations.
Gladstone Wealth Partners

2000 PGA BLVD.

PALM BEACH GARDENS, FL 33408

$4.00B

Assets Under Management

238

Total Clients

88

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Travis Bert’s Registration & Firm History

PA

11/16/2021 - Present

Gladstone Wealth Partners (Erie PA)

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Licenses & Designations

BOTH

Issued 11/05/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Boyd Bert.
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