Nathan Travis, financial advisor Minneapolis MN

Nathan Travis

CRD Number: 6249368
Current Firm: Nicollet Investment Management, Inc.

Nathan Travis (CRD# 6249368) is an Investment Advisor Representative working at Nicollet Investment Management, Inc. in Minneapolis, MN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Nicollet Investment Management, Inc. Minneapolis, MN Oct 2019 - Current 4
Morgan Stanley New York, NY Sep 2013 - Oct 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Nathan R. Travis
Phone Number: 612-915-3033
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    464
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $568,744
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, IA, MD, MN, ND, SD, TX, VA, WA, WI

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