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50,030 Results
Unclaimed

Towers Watson Investment Services, Inc.

location

Seattle, WA

0 Disclosures

ADVISOR BIO

Travis Jonathan Gaertner is a registered Investment Advisor Representative in Texas. Travis is currently employed by Towers Watson Investment Services, Inc. Travis has been in the industry since 2012 and is registered in Texas. The firm has offices in Seattle, Washington.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
SEE SCHEDULE D, MISCELLANEOUS, FOR A DESCRIPTION OF OTHER ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cresset Asset Management, LLC

location

BOYTON BEACH, FL

0 Disclosures

ADVISOR BIO

Travis Anthony Henry is an investment advisor representative registered with Cresset Asset Management, LLC in Florida. Travis has been in the financial industry since 2011 and has experience with Morgan Stanley in California. Travis holds Series 66 and 65 licenses. Travis specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations. Travis's prior experience includes roles at Human Dx and True Capital Management, LLC in California.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX SERVICES, BOOKKEEPING, FINANCIAL REPORTING, CLERICAL ASSISTANCE IN OTHER FINANCIAL MATTERS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

WOODSIDE, CA

0 Disclosures

ADVISOR BIO

Travis Duane Primm is an investment advisor representative at Fisher Investments. Travis has been in the securities industry since 1999 and has a Series 7, 63 and 65 license. Travis is registered in Washington and is currently active. Travis's prior employment included a position with Sands Brothers & Co., LTD. in New York. Travis specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, including retirement plans, charities, and insurance companies.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Moneta Group Investment Advisors, LLC

location

ST. LOUIS, MO

0 Disclosures

ADVISOR BIO

Travis Mooney is an Investment Advisor Representative with Moneta Group Investment Advisors, LLC and has been in the industry since September 2023. Travis is licensed to provide investment advice in Missouri. He is also registered with the state of Missouri. Travis is series 65 qualified. The advisor holds a Series 65 license and has been working in the financial industry since 2013.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

AWM Capital, LLC | CFP ® (Certifications)

location

Tyler, TX

0 Disclosures

ADVISOR BIO

Travis Chick, a Certified Financial Planner, is a registered Investment Advisor Representative with AWM Capital, LLC. Travis has been in the industry since 2014 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Travis specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

Charlotte, NC

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Travis Michael Bell is a financial advisor with Vanguard Advisers, Inc. located in Charlotte, NC. Travis has been in the industry since 2014. Travis specializes in investment management, financial planning, and selection of other advisers. Travis has an active registration in NC as a Registered Representative and Investment Adviser Representative and an active IA registration in TX. Travis is a Certified Financial Planner and holds Series 7, 24, 63 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

IWP Wealth Management LLC

0 Disclosures

ADVISOR BIO

Travis Jones is an investment advisor representative with IWP Wealth Management LLC. Travis has a Series 65 license and is registered with the state regulators in California and Colorado. Travis has been in the financial services industry since 2017 and has worked with various firms including Johnson Financial Group LLC and CVENTURES INC. Travis specializes in portfolio management for individuals, pooled investment vehicles, and provides financial planning services.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Summit Global Investments, LLC

location

BOUNTIFUL, UT

disclosure

1 Disclosures

ADVISOR BIO

Travis Christiansen is a financial professional with over two decades of experience. Travis is currently registered as an Investment Advisor Representative with Summit Global Investments, LLC, in Bountiful, Utah. Travis holds the Series 6, Series 63, and Series 65 securities licenses and has also completed the SIE Exam. Travis has been a financial advisor with Transamerica Financial Advisors, Inc. and World Group Securities, Inc. Travis has a legal background and is the author of a book on estate planning titled "Legacy Planning." Travis also has experience working for a law firm. Travis focuses on providing financial advice and services to individuals, businesses, corporations, investment companies, pooled investment vehicles, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ANALYTICAL SERVICES.
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stancorp Investment Advisers, Inc.

location

North Bend, WA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Travis Fossati is a registered representative of Stancorp Equities, Inc. and an investment adviser representative of Stancorp Investment Advisers, Inc.. Travis has been in the financial industry since 2008. Travis specializes in providing investment advice to retirement plan sponsors and plan participants. Travis also works with individuals and businesses to create and implement financial plans. Stancorp Equities, Inc. is a subsidiary of Standard Financial Group. Standard Financial Group is a diversified financial services company that offers a variety of products and services to individuals, businesses and institutions.

SPECIALIZATIONS

Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Travis Zorrilla is a financial advisor registered in 49 states. Travis is a Registered Representative of Dimensional Fund Advisors LP, a firm with over 245 investment advisor representatives and 516 registered representatives. Travis has been in the industry since October 2018. Travis' primary focus is providing portfolio management services to individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

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