Travis Kauzer, financial advisor San Francisco CA
90 score

Travis Kauzer

CRD Number: 5554975
Current Firm: Fort Point Capital Partners LLC

Travis Kauzer (CRD# 5554975) is an Investment Advisor Representative working at Fort Point Capital Partners LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fort Point Capital Partners San Francisco, CA Oct 2014 - Current 2
Fisher Investments Woodside, CA Jun 2010 - Oct 2014 4
Csu Chico Chico, CA Jan 2008 - May 2010 2
Always Communicate Danville, CA Jun 2009 - Aug 2009 < 1
Center For Entrepreneurship Chico, CA Sep 2008 - May 2009 < 1
The Orion Newspaper Chico, CA Aug 2007 - Jan 2008 < 1
Peet's Coffee & Tea Chico, CA Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Travis R. Kauzer
Phone Number: (415) 449-0570
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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

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