Travis Tiell (CRD# 5986839) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Fostoria, OH and has over 6 years of experience in the finance industry.
CRD# 4774894
Cetera Investment Advisers LLC
CRD# 5616205
J.p. Morgan Securities LLC
CRD# 6452001
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Partners, Ltd | Fostoria, OH | Sep 2020 - Current | 3 |
| Lpl Financial LLC | Fostoria, OH | Sep 2020 - Current | 3 |
| Unemployed | Findlay, OH | Mar 2020 - Sep 2020 | < 1 |
| Tiell Tax Service | Findlay, OH | Oct 2019 - Mar 2020 | < 1 |
| Woodbury Financial Services Inc. | Bascom, OH | Oct 2017 - Oct 2019 | 2 |
| Tiell Financial Group | Bascom, OH | Sep 2011 - Oct 2019 | 8 |
| Sii Investments | Bascom, OH | Oct 2011 - Oct 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- OH
- TX
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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