Travis Schaat (CRD# 5634032) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 5 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perspective Wealth Partners, LLC | Boise, ID | Apr 2018 - Current | 6 |
| Schaat Financial Solutions | Meridian, ID | Mar 2017 - Apr 2018 | 1 |
| Athlos Academies | Boise, ID | Jan 2016 - Mar 2017 | 1 |
| Idaho State Treasurer's Office | Boise, ID | Mar 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- ID
-
Total Assets Under Management577MILLIONS
-
Total Number of Accounts249ACCOUNTS
-
Average Account Value$2,315,575
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, TX, WA
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