Travis Borchardt (CRD# 6572674) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, NE and has over 8 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance | Lincoln, NE | Jan 2019 - Current | 5 |
| Principal Securities Inc. | Lincoln, NE | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Lincoln, NE | Oct 2015 - Jan 2019 | 3 |
| Princor Financial Services Corporation | Lincoln, NE | Oct 2015 - Mar 2016 | < 1 |
| Nebraska Army National Guard | Ashland, NE | Dec 2014 - Oct 2015 | < 1 |
| Midland Medical Supply | Lincoln, NE | Sep 2014 - Oct 2015 | 1 |
| Home Field Communication | Lincoln, NE | May 2014 - Sep 2014 | < 1 |
| University Of Nebraska | Lincoln, NE | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- NE
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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