Travis Veenhuis (CRD# 7800309) is an Investment Advisor Representative working at Sgh Wealth Management in Lathrup Village, MI and has 1 year of experience in the finance industry. Travis Veenhuis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Sgh Wealth Management | Lathrup Village, MI | Feb 2023 - Current | 1 |
Zhang Financial | Portage, MI | Apr 2018 - Jan 2023 | 4 |
Kalamazoo College | Kalamazoo, MI | Sep 2015 - Jun 2019 | 3 |
Goodrich High School | Goodrich, MI | Sep 2011 - Sep 2015 | 4 |
- CA
- FL
- IL
- MI
- OH
- TX
-
Total Assets Under Management354MILLIONS
-
Total Number of Accounts1,362ACCOUNTS
-
Average Account Value$260,074
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, FL, IL, MI, OH, TN, TX
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