Travis Sholin, financial advisor Omaha NE

Travis Sholin

CRD Number: 6329892
Current Firm: Keystone Financial Services, LLC

Travis Sholin (CRD# 6329892) is an Investment Advisor Representative working at Keystone Financial Services, LLC in Omaha, NE and has over 9 years of experience in the finance industry. Travis Sholin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Keystone Financial Services, LLC Omaha, NE Jun 2020 - Current 3
Private Client Services Omaha, NE Jun 2020 - Current 3
Cetera Advisor Networks LLC Omaha, NE Oct 2014 - Jun 2020 5
Cetera Advisor Networks LLC Omaha, NE Jun 2014 - Jun 2020 6
Student At Uccs Colorado Springs, CO Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Travis L. Sholin
Phone Number: (402) 392-1212
Registered State(s):
  • FL
  • NE
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    1,726
    ACCOUNTS
  • Average Account Value
    $95,529
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

CA, CO, FL, GA, IA, KS, LA, NE, TX

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