Travis CaswellCRD Number: 6735072
Current Firm: Cuna Brokerage Services, Inc.
Travis Caswell (CRD# 6735072) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Milwaukee, WI and has over 2 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Northwestern Mutual Investment Services,llc
Annex Wealth Management, LLC
|Cuna Mutual Group||Waverly, IA||Sep 2019 - Current||2|
|Cuna Brokerage Services, Inc.||Waverly, IA||Sep 2019 - Current||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|
Total Assets Under Management3,030MILLIONS
Total Number of Accounts15,081ACCOUNTS
Average Account Value$200,896
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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