Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis N. Ehlen is a financial advisor with Avantax Advisory Services and has been in the industry since 2012. He is registered with the state of Indiana and holds a Series 66, Series 7 and SIE license. He is also a Certified Financial Planner. Travis has experience in a variety of financial services, including wealth management, investment advisory services, and tax preparation. He provides services to individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans and other clients. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
IN
08/14/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (INDIANAPOLIS IN)
BOTH
Issued 10/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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