Travis Schroeder, financial advisor Salina KS

Travis Schroeder

CRD Number: 7085057
Current Firm: Ofg Financial Services, Inc.

Travis Schroeder (CRD# 7085057) is an Investment Advisor Representative working at Ofg Financial Services, Inc. in Salina, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ofg Financial Services, Inc. Topeka, KS Mar 2019 - Current 3
Pathway Financial Solutions Salina, KS Mar 2019 - Current 3
Farmers Insurance Olathe, KS Oct 2013 - Mar 2019 5
Prairie Life Fitness Overland Park, KS Jun 2013 - Oct 2013 < 1
Fort Hays State Hays, KS Aug 2009 - May 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2019
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Travis G. Schroeder
Phone Number: 785-233-4071
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $217,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AZ, KS, MO, OK, TX

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