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 Schmitz is an investment advisor representative with Mariner Wealth. Travis has been working in the financial industry since 2002. Travis holds the Series 63, 65, 7, and SIE securities licenses. Travis's previous experience includes working at ProEquities, Inc., Frankel, Zacharia, Arnold, Nissen, Stamp & Reinsch, and Honkamp Krueger Financial Services, Inc. Travis also has experience working at Frankel Zacharia, LLC, and Bluejay Capital LLC. Travis is registered as an investment advisor representative in Kansas and Nebraska.
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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
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2
KS
01/03/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
NE
10/20/2011 - 10/23/2017
PROEQUITIES, INC. (OMAHA NE)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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