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.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 4545416
Wells Fargo Clearing Services, LLC
| 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 |
- MN
- ND
- SD
-
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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