Unclaimed
Travis Theodore Gerads is a financial professional with over 20 years of experience in the financial services industry. Travis holds the Series 63 and Series 7 securities licenses, as well as the SIE. Travis is currently registered with Securian Financial Services, Inc. and has previously worked with firms such as Riversource Distributors, Inc., Ameriprise Financial Services, Inc., Columbia Management Investment Distributors, Inc., Allianz Life Financial Services, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
1
2
MN
01/20/2011 - Present
Securian Financial Services, Inc. (ST PAUL MN)
MN
10/21/2010 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/28/2010 - 10/21/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/02/2009 - 05/27/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/06/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/07/2001 - 03/05/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
02/02/2000 - 10/31/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/2000 - 10/31/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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