Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Johanson is a financial advisor registered with Thrivent Investment Management Inc. Travis has been working in the financial industry since 2004 and has a wide range of experience. Travis is licensed to provide financial advice in many states including North Carolina, Texas, Oklahoma and Washington, D.C. Travis is an active member of the financial community and is committed to helping clients achieve their financial goals.
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.
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2
NC
07/28/2022 - Present
Thrivent Investment Management Inc. (Wake Forest NC)
AZ
06/04/2019 - 04/12/2022
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
AZ
07/01/2010 - 05/15/2019
WADDELL & REED (SCOTTSDALE AZ)
UT
11/25/2003 - 07/02/2010
FIRST INVESTORS CORPORATION (SANDY UT)
BOTH
Issued 07/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/09/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/23/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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