linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Travis Michael Sherman

Gradient Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Travis? Claim Your Profile

About Travis Michael Sherman

Travis Michael Sherman is an investment advisor representative with Gradient Advisors, LLC. Travis has been in the financial services industry for over 20 years. Prior to joining Gradient Advisors, LLC, Travis worked at Princor Financial Services Corporation and Horizons Financial Group, Inc.. Travis has a Series 6, Series 63 and Series 65 licenses. Travis provides financial planning, retirement planning, and investment management services. Travis also provides insurance sales and coaching services. Travis specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Travis Sherman is currently registered with Gradient Advisors, LLC. Gradient Advisors, LLC is an investment advisor headquartered in Arden Hills, MN. They manage approximately $207,096,853 in assets for individuals, corporations, and other businesses. The firm provides financial planning, pension consulting, and selection of other advisors. They have a team of 152 investment adviser representatives and 150 licensed agents.
Gradient Advisors, LLC

4105 LEXINGTON AVENUE N.

ARDEN HILLS, MN 55126

$207.10M

Assets Under Management

2,706

Total Clients

167

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Travis Sherman’s Registration & Firm History

MN

05/19/2020 - Present

Gradient Advisors, LLC (ARDEN HILLS MN)

AL

08/23/2001 - 05/17/2012

PRINCOR FINANCIAL SERVICES CORPORATION (PELHAM AL)

Not sure if Travis Michael Sherman is right for you?

Licenses & Designations

IA

Issued 05/22/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Michael Sherman.
Not sure if Travis Michael Sherman is right for you?