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Travis Dean Bomgardner

Tschetter Group

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About Travis Dean Bomgardner

Travis Dean Bomgardner is a registered investment advisor representative with Tschetter Group. Travis has been in the financial services industry since 2005 and has a strong track record of helping clients achieve their financial goals. Travis has experience in a variety of areas, including financial planning, portfolio management, and investment advisory services. Travis is committed to providing clients with personalized service and a comprehensive understanding of their financial needs. Travis is a strong advocate for his clients and is dedicated to helping them make informed financial decisions.

Firm Information

Travis Bomgardner is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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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 Bomgardner’s Registration & Firm History

WA

09/22/2022 - Present

Tschetter Group (BELLEVUE WA)

CO

05/24/2006 - 08/30/2022

TRANSAMERICA CAPITAL, INC. (DENVER CO)

CO

08/04/2005 - 05/16/2006

WADDELL & REED, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 09/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Dean Bomgardner.
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