Travis Morse (CRD# 4921143) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Battle Creek, MI and has over 19 years of experience in the finance industry.
CRD# 4972508
626 Financial, LLC
CRD# 4629689
Edward Jones
CRD# 6438697
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | Battle Creek, MI | Aug 2022 - Current | 1 |
| Janney Montgomery Scott LLC | Battle Creek, MI | Mar 2018 - Aug 2022 | 4 |
| Janney Montgomery Scott LLC | Battle Creek, MI | Mar 2018 - Mar 2018 | < 1 |
| Raymond James & Associates | Battle Creek, MI | Feb 2005 - Mar 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- MI
- TX
- WI
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
-
Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.