Travis KleinCRD Number: 5989829
Current Firm: John Hancock Investment Management LLC
Travis Klein (CRD# 5989829) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 10 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|John Hancock Advisers, LLC||Boston, MA||Nov 2018 - Current||3|
|John Hancck||Tempe, AZ||Sep 2016 - Current||5|
|John Hancock Funds||Boston, MA||Sep 2016 - Current||5|
|Voya Investment Management||Scottsdale, AZ||Jun 2015 - Sep 2016||1|
|Voya Investments Distributor, LLC||Windsor, CT||Jun 2015 - Sep 2016||1|
|Voya Investment Management||Scottsdale, AZ||Aug 2013 - Jun 2015||1|
|The Vanguard Group, Inc.||Scottsdale, AZ||Oct 2011 - Jul 2013||1|
|Genghis Grill||Tempe, AZ||Jul 2008 - Feb 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management225,499MILLIONS
Total Number of Accounts14,374ACCOUNTS
Average Account Value$15,687,978
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.