Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Ryan Luebbehusen is a financial advisor with over 19 years of experience in the financial services industry. Travis has been a registered representative with Wells Fargo Clearing Services, LLC since March 2022. Prior to that, Travis was employed with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Travis is registered to provide securities and investment advisory services in 43 states. Travis holds Series 7, Series 66, and SIE licenses. Travis specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
03/10/2022 - Present
Wells Fargo Clearing Services, LLC (CHESTERFIELD MO)
MO
01/09/2009 - 03/25/2022
UBS FINANCIAL SERVICES INC. (CHESTERFIELD MO)
MO
04/30/2004 - 01/14/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MO
04/02/2004 - 05/04/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 07/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Travis Luebbehusen is the right advisor for you? Invested Better is here to help.
