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Travis Trettin

Yosemite Wealth

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About Travis Trettin

Travis Trettin is an investment advisor representative with Yosemite Wealth. Travis has been in the financial services industry for over 5 years. Travis has a Series 7 and Series 66 license and is registered with the state of California. Travis is experienced in providing financial planning and portfolio management services to individuals and businesses. Travis currently manages over $12 million in assets. Travis has previous experience with Ameriprise Financial Services, LLC and Principal Securities, Inc. Travis can be reached at the firm’s office in Oakhurst, CA.

Firm Information

Travis Trettin is currently registered with Yosemite Wealth. Yosemite Wealth is an independent wealth management firm serving individuals and high-net-worth individuals. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services. Their firm manages over $12 million in regulatory assets under management.

$12.78M

Assets Under Management

55

Total Clients

1

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Travis Trettin’s Registration & Firm History

CA

09/06/2022 - Present

Yosemite Wealth (OAKHURST CA)

CA

09/17/2018 - 08/10/2022

AMERIPRISE FINANCIAL SERVICES, LLC (OAKHURST CA)

CA

04/10/2017 - 10/02/2018

PRINCIPAL SECURITIES, INC. (Fresno CA)

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Licenses & Designations

BOTH

Issued 06/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Travis Trettin.
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