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Travis E Hughes

Downshift Financial

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About Travis E Hughes

Travis Hughes is a financial advisor at Downshift Financial, a registered investment advisor firm based in Boulder, Colorado. Travis has been in the financial services industry for over 5 years. He has a Series 66, Series 65, and Series 7 licenses. Travis also holds the Certified Financial Planner designation. He is registered to provide investment advice in California, Colorado, Texas, and Virginia. His experience, knowledge, and licenses make him a highly qualified financial advisor. Travis has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to his clients.

Firm Information

Travis Hughes is currently registered with Downshift Financial. Downshift Financial is a registered investment advisor located in . The firm provides financial planning and portfolio management services to individuals, with a focus on high-net-worth clients. The firm manages approximately $135 million in assets for 284 clients.

$135.40M

Assets Under Management

Not reported

Total Clients

2

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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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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Travis Hughes’s Registration & Firm History

CO

08/01/2023 - Present

Downshift Financial (BOULDER CO)

FL

09/20/2018 - 04/17/2019

EDWARD JONES (TAMPA FL)

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Licenses & Designations

IA

Issued 09/09/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis E Hughes.
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