Travis Guyder (CRD# 2992929) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 26 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guyder Financial Group | Delafield, WI | Apr 2012 - Current | 12 |
| Alpha Cubed Investments, LLC | Irvine, CA | May 2017 - May 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
- WI
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Total Assets Under Management44MILLIONS
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Total Number of Accounts213ACCOUNTS
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Average Account Value$206,903
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, TX, WI
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