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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Wiltgen is a financial advisor with LPL Financial LLC. Travis has been in the financial services industry since December 13, 2019. Travis holds the Series 7TO, Series 66, and SIE licenses. Travis has experience in working with individuals, corporations, trusts, pension plans, and charitable organizations. Travis is registered to provide investment advice in 54 states and territories. Travis is also registered with the Financial Industry Regulatory Authority (FINRA). Travis has a proven track record of success in providing financial advice to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
11/30/2023 - Present
LPL Financial LLC (MADISON WI)
CA
03/26/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Imperial Beach CA)
WI
11/15/2019 - 02/25/2020
KALOS CAPITAL, INC. (EVANSVILLE WI)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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