Travis Schlatter (CRD# 7226759) is an Investment Advisor Representative working at Edward Jones in Flushing, MI and has over 2 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4473397
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Flushing, MI | Nov 2019 - Current | 4 |
| Unemployed | Bay City, MI | Aug 2019 - Oct 2019 | < 1 |
| Keynote Financial Services | Vernon, CT | May 2019 - Jul 2019 | < 1 |
| Michigan State University | Lansing, MI | Aug 2017 - May 2019 | 1 |
| Jenntec Dry Carpet Cleaning | Bay City, MI | Feb 2016 - Aug 2018 | 2 |
| Delta College | Bay City, MI | Aug 2015 - May 2017 | 1 |
| Chemical National Bank | Midland, MI | Jun 2014 - Dec 2015 | 1 |
| Western High School | Auburn, MI | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- MI
- TX
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
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