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Travis John Wavrin

Cetera Investment Advisers LLC

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About Travis John Wavrin

Travis John Wavrin is a financial advisor with Cetera Investment Advisers LLC, based in ST CLOUD, MN. Travis has been in the financial industry since 1996 and holds Series 6, 7, 24, and 63 licenses. Prior to joining Cetera Investment Advisers LLC, Travis worked for Cetera Financial Specialists LLC, Guaranty Brokerage Services, Inc., BancNorth Investment Group, Inc., and BancWest Investment Services, Inc.. Travis provides financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Travis Wavrin is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

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

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percentage of assets

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

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Travis Wavrin’s Registration & Firm History

MN

01/31/2014 - Present

Cetera Investment Advisers LLC (ST CLOUD MN)

MN

04/03/2018 - 07/01/2020

CETERA FINANCIAL SPECIALISTS LLC (ST CLOUD MN)

MN

01/05/2005 - 12/31/2010

GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)

MN

06/17/1999 - 12/31/2006

BANCNORTH INVESTMENT GROUP, INC. (ST. CLOUD MN)

NE

08/07/2001 - 11/14/2003

BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)

MN

08/07/2001 - 11/06/2001

GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)

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Licenses & Designations

BC

Issued 03/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/29/1996

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 John Wavrin.
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