Travis Buck, financial advisor Burnsville MN

Travis Buck

CRD Number: 4056190
Current Firm: Gallagher Fiduciary Advisors, LLC

Travis Buck (CRD# 4056190) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Burnsville, MN and has over 24 years of experience in the finance industry. Travis Buck 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.

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Professional Designations
Company Name Location Dates Years
Triad Advisors Norcross, GA Aug 2023 - Current < 1
Gallagher Fiduciary Advisors LLC Burnsville, MN Jul 2023 - Current < 1
Gallagher Fiduciary Advisors, LLC Burnsville, MN Jun 2023 - Current < 1
Kusske Financial, Inc. Burnsville, MN Oct 2018 - Current 5
Independent Financial Group, LLC Burnsville, MN Sep 2017 - Aug 2023 5
Kusske Financial Management, Inc. Burnsville, MN Sep 2000 - Oct 2018 18
National Planning Corporation Burnsville, MN Feb 2008 - Oct 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Travis L. Buck
By the Numbers
  • Total Assets Under Management
    6,543
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $57,905,228
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)
  • Other
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, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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