Travis Maas (CRD# 6741197) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 5 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Venture Visionary Partners, LLC | Sylvania, OH | Dec 2020 - Current | 3 |
| Ubs Financial Services, Inc. | Sylvania, OH | Oct 2019 - Nov 2020 | 1 |
| Lpl Financial LLC | Bowling Green, OH | Jul 2018 - Sep 2019 | 1 |
| Bob Meyer Builder Inc. | Ottawa, OH | Jun 2018 - Jul 2018 | < 1 |
| The Ohio State University | Columbus, OH | Sep 2017 - May 2018 | < 1 |
| Jerome Schottenstein Center | Columbus, OH | Sep 2017 - Apr 2018 | < 1 |
| Ubs Inc. | Sylvania, OH | Jan 2017 - Aug 2017 | < 1 |
| The Ohio State University | Columbus, OH | Sep 2016 - May 2017 | < 1 |
| Schroeder Masonry Inc. | Leipsic, OH | Jun 2016 - Aug 2016 | < 1 |
| The Ohio State University | Columbus, OH | Sep 2015 - May 2016 | < 1 |
| Schroeder Masonry Inc. | Leipsic, OH | Jun 2015 - Aug 2015 | < 1 |
| The Ohio State University | Columbus, OH | Sep 2014 - May 2015 | < 1 |
| Schroeder Masonry Inc. | Leipsic, OH | Jun 2014 - Aug 2014 | < 1 |
| Miller City-new Cleveland School | Miller City, OH | Aug 2004 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- OH
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Total Assets Under Management3,921MILLIONS
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Total Number of Accounts5,412ACCOUNTS
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Average Account Value$724,580
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, MI, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WI
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