Travis Obrycki (CRD# 7499890) is an Investment Advisor Representative working at Top Shelf Advisors in Eau Claire, WI and has over 2 years of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Top Shelf Advisors | Eau Claire, WI | Aug 2022 - Current | 1 |
| Pesi | Eau Claire, WI | Oct 2019 - Current | 4 |
| Group Health Cooperative Of Eau Claire | Eau Claire, WI | Jun 2018 - Oct 2019 | 1 |
| National Business Institute | Altoona, WI | Oct 2012 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- WI
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$60,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
WI
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.