Travis Bacon, financial advisor Rapid City SD

Travis Bacon

CRD Number: 2730255
Current Firm: Osaic Wealth, Inc.

Travis Bacon (CRD# 2730255) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rapid City, SD and has over 27 years of experience in the finance industry.

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Osaic Wealth, Inc.
Company Name Location Dates Years
Osaic Wealth, Inc. Rapid City, SD Sep 2023 - Current < 1
Freedom Financial Services Rapid City, SD Jan 1997 - Current 27
Fintegra, LLC Minneapolis, MN May 2008 - Jul 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Travis J. Bacon
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • IA
  • MN
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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