Travis Caswell (CRD# 6735072) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 5 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allspring Funds Distributor, LLC | Miluakee, WI | Aug 2022 - Current | 1 |
| Allspring Funds Management, LLC | Miluakee, WI | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Milwaukee, WI | May 2022 - Aug 2022 | < 1 |
| Cuna Mutual Group | Waverly, IA | Sep 2019 - Aug 2022 | 2 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Sep 2019 - Aug 2022 | 2 |
| Edward Jones | St Louis, MO | Aug 2018 - Aug 2019 | 1 |
| University Of Wisconsin Oshkosh | Oshkosh, WI | Sep 2014 - May 2018 | 3 |
| Milwaukee Bucks | Oshkosh, WI | Nov 2017 - Apr 2018 | < 1 |
| Guardian Life | Appleton, WI | Jun 2017 - Aug 2017 | < 1 |
| Northwestern Mutual | Appleton, WI | Dec 2016 - Feb 2017 | < 1 |
| Fastenal | Oshkosh, WI | Jan 2015 - Aug 2016 | 1 |
| Jimmy Johns | Oshkosh, WI | Jul 2014 - Aug 2014 | < 1 |
| Oshkosh West High School | Oshkosh, WI | Aug 2008 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- WI
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Total Assets Under Management300,799MILLIONS
-
Total Number of Accounts8,078ACCOUNTS
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Average Account Value$37,236,777
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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