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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Richard Cliff is an investment advisor representative at Savant Wealth Management. Travis is a CERTIFIED FINANCIAL PLANNER™ professional. Travis has been in the financial services industry since 2001 and has experience with U.S. BANCORP INVESTMENTS, INC. and FIRSTAR INVESTMENT SERVICES,INC. Travis is registered with the state of Wisconsin. Travis has passed the Series 6, Series 7, and Series 63 exams. Travis has a combined state law examination (Series 66) as well. Travis specializes in portfolio management for individuals, portfolio management for businesses, financial planning, selection of other advisors, educational seminars, and pension consulting.
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.
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.
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IL
12/03/2021 - Present
Savant Wealth Management (ROCKFORD IL)
WI
12/01/2001 - 06/01/2010
U.S. BANCORP INVESTMENTS, INC. (SHEBOYGAN WI)
NJ
10/08/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
BOTH
Issued 05/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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