Travis Vongsawad, financial advisor Provo UT
93 score

Travis Vongsawad

CRD Number: 5530563
Current Firm: Northwestern Mutual Investment Services,llc

Travis Vongsawad (CRD# 5530563) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Provo, UT and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services LLC Provo, UT Aug 2009 - Current 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2008 - Current 8
Northwestern Mutual Investment Services, LLC Provo, UT Apr 2015 - Mar 2016 < 1
Brigham Young University Provo, UT Aug 2004 - Apr 2012 7
Northwestern Mutual Investment Services, LLC Provo, UT Aug 2009 - Dec 2009 < 1
Tyler Vongsawad Provo, UT Apr 2008 - Aug 2008 < 1
Kevin A. Cahill Del Mar, CA Jul 2007 - Aug 2007 < 1
Church Of Jesus Christ Of Latter-day Saints Cochabamba, Jun 2005 - Jun 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Travis C. Vongsawad
Phone Number: 866-664-7737
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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