Travis Maas, financial advisor Sylvania OH

Travis Maas

CRD Number: 6741197
Current Firm: Venture Visionary Partners LLC

Travis Maas (CRD# 6741197) is an Investment Advisor Representative working at Venture Visionary Partners LLC in Sylvania, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Venture Visionary Partners, LLC Sylvania, OH Dec 2020 - Current 1
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
Contact Info for Travis N. Maas
Phone Number: (419) 464-7401
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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