Travis Ormsby (CRD# 6482850) is an Investment Advisor Representative working at Wells Fargo Advisors in Woodstock, IL and has over 8 years of experience in the finance industry. Travis Ormsby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 6874212
Avantax Advisory Services
CRD# 4375964
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Woodstock, IL | Feb 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Woodstock, IL | Nov 2016 - Feb 2022 | 5 |
| Wells Fargo Advisors, LLC | Woodstock, IL | Apr 2015 - Nov 2016 | 1 |
| Crystal Lake Brewing | Crystal Lake, IL | Feb 2015 - Aug 2015 | < 1 |
| Ormsby Motors Inc. | Crystal Lake, IL | May 2010 - Mar 2015 | 4 |
| Drake University | Des Moines, IA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- IL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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