Travis Brock, financial advisor Wausau WI
93 score

Travis Brock

CRD Number: 5593735
Current Firm: Financial Fiduciaries, LLC

Travis Brock (CRD# 5593735) is an Investment Advisor Representative working at Financial Fiduciaries, LLC in Wausau, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Fiduciaries, LLC Wausau, WI Jul 2012 - Current 5
Advisors Management Group, Inc. La Crosse, WI Jun 2008 - Aug 2012 4
Advisors Management Group, Inc. La Crosse, WI Oct 2007 - May 2008 < 1
Marine Credit Union La Crosse, WI Oct 2006 - Oct 2007 1
Holister Onalaska, WI Oct 2006 - Feb 2007 < 1
Central City Credit Union Marshfield, WI Dec 2003 - Aug 2006 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Travis J. Brock
Phone Number: 715-848-8110
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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