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Travis Gregory Guyder

Guardian Financial

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About Travis Gregory Guyder

Travis Guyder is a financial advisor with Guardian Financial. Travis is registered in Florida, Texas and Wisconsin. Travis has over 20 years of experience in the financial services industry, having previously worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, Inc., and Mutual of Omaha Investor Services, Inc. Travis has a Series 7, Series 6, Series 63 and Series 65 license. Travis also owns and operates CAMO Logistics, a freight brokerage company.

Firm Information

Travis Guyder is currently registered with Guardian Financial. Guardian Financial is an investment advisory firm with 3 investment adviser representatives and 1 licensed agent. They have approximately $44,070,363 in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. They provide portfolio management for businesses and individuals, and have 213 total accounts.

$44.07M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Travis Guyder’s Registration & Firm History

WI

05/11/2012 - Present

Guardian Financial (PEWAUKEE WI)

WI

02/05/2004 - 04/09/2012

FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)

TX

12/13/1999 - 08/21/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

06/02/1999 - 07/01/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MA

05/20/1998 - 05/11/1999

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NE

01/06/1998 - 05/07/1998

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 05/24/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/1999

Series 7 - General Securities Representative Examination

BC

Issued 01/05/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Travis Gregory Guyder. Review regulatory record here.
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