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Travis Chaplain Wellner

PNC Investments

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About Travis Chaplain Wellner

Travis Wellner is a financial advisor currently affiliated with PNC Investments. Travis has been in the financial industry since 1996. Travis has a Series 7 and Series 63 licenses and holds a Series 65 license as well. Travis specializes in providing financial and investment advice for high net worth individuals, corporations, and other businesses. Travis offers financial planning and portfolio management services. Travis is registered to conduct business in numerous states.

Firm Information

Travis Wellner is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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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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.

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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percentage of assets

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

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Travis Wellner’s Registration & Firm History

PA

01/01/2004 - Present

PNC Investments (PITTSBURGH PA)

KY

04/21/1999 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

03/23/1998 - 04/21/1999

PNC BROKERAGE CORP (PITTSBURGH PA)

NY

07/09/1996 - 02/02/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NC

10/04/1994 - 02/01/1995

WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)

VA

08/12/1994 - 09/27/1994

DMG SECURITIES, INC. (GREAT FALLS VA)

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Licenses & Designations

IA

Issued 07/23/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Chaplain Wellner.
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