Unclaimed
Travis Breitling is a financial advisor with Thrivent Investment Management Inc.. Travis has been in the financial services industry since 2004. Travis is registered with FINRA as a Registered Representative and holds the Series 63, Series 65, Series 7 and SIE licenses. Travis provides financial planning services to individuals and families. Travis is registered with the states of Arizona, Colorado, Idaho, Illinois, Massachusetts, Montana, Nevada, North Carolina, Pennsylvania, South Dakota, Utah, Washington, West Virginia and Wyoming.
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.
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.
1
2
UT
07/12/2006 - Present
Thrivent Investment Management Inc. (Salt Lake City UT)
IA
Issued 06/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Travis Breitling is the right advisor for you? Invested Better is here to help.