linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Travis Eugene Lepage

Brokers International Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Travis? Claim Your Profile

About Travis Eugene Lepage

Travis Eugene Lepage is a registered representative with Brokers International Financial Services, LLC, a firm based in Urbandale, IA. Travis specializes in a variety of investment products and services. Travis has been in the financial industry since December 2009 and has held previous roles at Packerland Brokerage Services, Inc. and Farmers Financial Solutions, LLC. Travis holds Series 6, Series 63 and SIE licenses.

Firm Information

Travis Lepage is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets managed by third-party advisor firms

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Travis Lepage’s Registration & Firm History

MO

06/08/2023 - Present

Brokers International Financial Services, LLC (Jefferson City MO)

MO

07/06/2020 - 06/12/2023

PACKERLAND BROKERAGE SERVICES, INC. (JEFFERSON CITY MO)

MO

03/04/2009 - 10/02/2019

FARMERS FINANCIAL SOLUTIONS, LLC (JEFFERSON CITY MO)

Not sure if Travis Eugene Lepage is right for you?

Licenses & Designations

BC

Issued 09/17/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis Eugene Lepage.
Not sure if Travis Eugene Lepage is right for you?