Travis Severson, financial advisor Indianapolis IN

Travis Severson

CRD Number: 5574012
Current Firm: Cetera Investment Advisers LLC

Travis Severson (CRD# 5574012) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Indianapolis, IN and has over 15 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Jun 2018 - Current 5
Cetera Investment Advisers LLC Indianapolis, IN Jun 2018 - Current 5
First Merchants Bank Indianapolis, IN Jun 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis, IN Jul 2005 - Jun 2017 11
Bank Of America, N.a. Indianapolis, IN Jun 2005 - Jun 2017 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Travis S. Severson
Phone Number: 888-528-2987
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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