Travis Klingeisen (CRD# 6914245) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Duluth, MN and has over 6 years of experience in the finance industry.
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1283578
Split Rock Private Trading And Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Duluth, MN | Oct 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Duluth, MN | May 2022 - Oct 2023 | 1 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Feb 2018 - May 2022 | 4 |
| Allianz Life Financial Services LLC | Minneapolis, MN | Feb 2018 - May 2022 | 4 |
| Wells Fargo Home Mortgage | Minneapolis, MN | Sep 2016 - Feb 2018 | 1 |
| Fedex Express | Madison, WI | Nov 2015 - Sep 2016 | < 1 |
| City Of Madison Parking Utility | Madison, WI | May 2015 - Nov 2015 | < 1 |
| Madison College | Madison, WI | Jan 2013 - Jun 2015 | 2 |
| Drax Construction | Madison, WI | Nov 2014 - May 2015 | < 1 |
| City Of Madison Parking Utility | Madison, WI | Jun 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- MN
- TX
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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