Travis Unger, financial advisor Shelburne VT

Travis Unger

CRD Number: 7022145
Current Firm: M. Kraus & Company

Travis Unger (CRD# 7022145) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
M. Kraus & Company Shelburne, VT Apr 2018 - Current 5
Prime Buchholz & Associates Portsmouth, NH May 2012 - Mar 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Travis B. Unger
Phone Number: 802-985-2620
Firm Website: http://www.mkrausco.com
Registered State(s):
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    494
    MILLIONS
  • Total Number of Accounts
    468
    ACCOUNTS
  • Average Account Value
    $1,056,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, MA, NH, NJ, NY, TX, VT

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