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Travis Kyle Munro

Momentum Independent Network Inc.

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About Travis Kyle Munro

Travis Munro is a financial advisor at Momentum Independent Network Inc., where Travis has been employed since August 2024. Previously, Travis was registered with Lincoln Investment since August 2010 and with Great American Advisors, Inc. since January 2004. Travis holds the Series 6, 7, and 63 licenses and the SIE exam. Travis also holds the Certified Financial Planner designation. Travis provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Travis Munro is currently registered with Momentum Independent Network Inc.. Momentum Independent Network Inc. is a Corporation registered with the SEC and in 52 states. Founded in 1983, the firm provides financial planning, educational seminars, and publication of periodicals in addition to portfolio management for individuals. Momentum Independent Network Inc. has 139 investment adviser representatives and 76 licensed agents, and manages approximately $1,117,141,327 in assets. The firm participates in wrap fee programs and has disclosed 10 regulatory events and 3 arbitration actions.
Momentum Independent Network Inc.

717 N. HARWOOD STREET

DALLAS, TX 75201

$1.12B

Assets Under Management

10

Total Clients

149

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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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 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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other

12b-1 fees

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Travis Munro’s Registration & Firm History

TX

10/30/2024 - Present

Momentum Independent Network Inc. (Humble TX)

TX

08/02/2010 - 08/23/2024

LINCOLN INVESTMENT (HUMBLE TX)

TX

01/30/2004 - 08/02/2010

GREAT AMERICAN ADVISORS, INC. (HUMBLE TX)

TX

03/17/2003 - 04/08/2004

INSTITUTIONAL SECURITIES CORPORATION (DALLAS TX)

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Licenses & Designations

BC

Issued 04/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Travis Kyle Munro. Review regulatory record here.
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