Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Sundvall is an investment advisor representative with First Command Advisory Services in Bloomington, MN. Travis is registered with the state of Minnesota as an investment advisor representative and a registered representative. Travis specializes in providing financial planning and portfolio management for individuals. Travis has over 12 years of experience in the financial services industry. Before joining First Command, Travis worked as a police officer in Farmington, MN. Travis is committed to helping clients reach their financial goals.
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.
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.
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MN
09/12/2017 - Present
First Command Advisory Services (Bloomington MN)
BOTH
Issued 09/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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