Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis John Kraker is a financial advisor with Ameriprise Financial Services, LLC. Travis has been in the industry since 2004 and holds Series 6, 7, and 66 licenses. Travis has experience working with a variety of clients, including individuals, families, trusts, estates, businesses, and pension plans. Travis is also registered as an Investment Advisor Representative in Wisconsin and Texas. Ameriprise Financial Services, LLC is a financial services company that provides investment advisory, financial planning, and insurance products and services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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2
WI
02/21/2017 - Present
Ameriprise Financial Services, LLC (Altoona WI)
WI
01/01/2004 - 02/01/2017
U.S. BANCORP INVESTMENTS, INC. (CHIPPEWA FALLS WI)
BOTH
Issued 04/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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