Travis Kvaale, financial advisor Sioux Falls SD

Travis Kvaale

CRD Number: 7475947
Current Firm: Make Way Wealth Management

Travis Kvaale (CRD# 7475947) is an Investment Advisor Representative working at Make Way Wealth Management in Sioux Falls, SD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Make Way Wealth Management Sioux Falls, SD Jan 2022 - Current < 1
Make Way Wealth Management Sioux Falls, SD Mar 2021 - Jan 2022 < 1
American Bank & Trust Sioux Falls, SD Nov 2019 - Feb 2021 1
State Of South Dakota - Legislative Audit Pierre, SD May 2017 - Nov 2019 2
Jimmy John's Vermillion, SD Sep 2013 - Apr 2017 3
Equity Trust Company Sioux Falls, SD May 2016 - Aug 2016 < 1
Pricewaterhouse Coopers Minneapolis, MN Jan 2016 - Mar 2016 < 1
Ccc Information Systems Sioux Falls, SD May 2015 - Aug 2015 < 1
Hy-vee Vermillion, SD Apr 2014 - Sep 2014 < 1
Impact Landscaping Sioux Falls, SD May 2013 - Aug 2013 < 1
Unemployed Sioux Falls, SD Feb 2013 - Apr 2013 < 1
Glen's Food Center Luverne, MN Jan 2010 - Jan 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2021
Contact Info for Travis J. Kvaale
Phone Number: 605-929-3875
Registered State(s):
  • MN
  • ND
  • SD
Current Firm Details
Make Way Wealth Management
Firm's CRD Number: 301995
By the Numbers
  • Total Assets Under Management
    45
    MILLIONS
  • Total Number of Accounts
    295
    ACCOUNTS
  • Average Account Value
    $154,077
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN, ND, SD

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