Travis Koch, financial advisor Naples FL
93 score

Travis Koch

CRD Number: 4530099
Current Firm: Bmo Harris Financial Advisors, Inc.

Travis Koch (CRD# 4530099) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Naples, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors, Inc. Appleton, WI Aug 2012 - Current 4
Bmo Harris Bank Na Milwaukee, WI Jul 2011 - Current 5
M&i Financial Advisors Appleton, WI Dec 2008 - Current 8
M&i Insurance Services Inc. Milwaukee, WI Dec 2008 - Current 8
M&i Trust Company Milwaukee, WI Dec 2008 - Current 8
Edward Jones St. Louis, MO May 2004 - Nov 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Travis S. Koch
Phone Number: 877-225-3863
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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