Unclaimed
Travis Feucht is a financial advisor with BFC Planning, Inc. Travis has been in the industry since 2000. Travis is registered with the state of Washington and has both Series 7 and Series 66 licenses. Travis also has a Securities Industry Essentials (SIE) license. Travis has a history of working with Amerprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Allstate Financial Services, LLC. Travis also provides insurance sales for American National Insurance.
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.
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.
Solicitor fee
1
2
IA
04/11/2016 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
OR
04/11/2011 - 12/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
06/30/2008 - 04/28/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
WA
08/28/2006 - 07/09/2008
ALLSTATE FINANCIAL SERVICES, LLC (VANCOUVER WA)
WA
05/15/2000 - 06/19/2006
AMERIPRISE FINANCIAL SERVICES, INC. (VANCOUVER WA)
MN
05/15/2000 - 06/19/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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