Travis KvaaleCRD 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.
Compass Financial Group, Inc.
Wells Fargo Clearing Services, LLC
|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|
Total Assets Under Management45MILLIONS
Total Number of Accounts295ACCOUNTS
Average Account Value$154,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MN, ND, SD
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