Travis Boak, financial advisor Saint Cloud MN

Travis Boak

CRD Number: 6674761
Current Firm: Cetera Advisor Networks LLC

Travis Boak (CRD# 6674761) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Saint Cloud, MN and has over 5 years of experience in the finance industry.

Similar Advisors
Janice Achmann, financial advisor Saint Cloud MN
Janice A. Achmann
CRD# 1798616
Primerica Advisors
Similar Advisors
Dean Adelman, financial advisor Saint Cloud MN
Dean S. Adelman
CRD# 1739791
Wells Fargo Clearing Services, LLC
Similar Advisors
Gregory Ahrendt, financial advisor Saint Cloud MN
Gregory A. Ahrendt
CRD# 1185989
Valmark Advisers, Inc.
Company Name Location Dates Years
Cetera Advisor Networks LLC Denver, CO Mar 2020 - Current 1
Unemployed Denver, CO Dec 2019 - Mar 2020 < 1
Black Creek Capital Markets LLC Denver, CO Jul 2019 - Dec 2019 < 1
Associates Financial Group Greenwood Village, CO Jul 2018 - Jul 2019 1
Transamerica Capital Inc. Denver, CO Feb 2018 - Jul 2018 < 1
Unemployed N/a, CO Nov 2017 - Feb 2018 < 1
National Planning Holdings Denver, CO May 2016 - Nov 2017 1
Keller Williams Realty Denver, CO Mar 2016 - May 2016 < 1
Michigan House Of Representatives Lansing, MI May 2011 - Mar 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Travis Boak
Phone Number: 310-326-3100
Registered State(s):
  • CO
  • NC
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.