Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
F
FINRA
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