Travis Chaney
Travis Chaney is a registered investment advisor at Ameriprise Financial Services, LLC, based in Owensboro, KY, with 31 years of industry experience. Travis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2708 New Hartford Rd, Owensboro, KY, 42303
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2004Customer Dispute
October 2003Customer Dispute
February 2003Other Business Activities
Travis has several business interests, including real estate ownership, consulting, property management, and an online media company. He also dedicates about a quarter of his time to Dynamic Directions as CEO and Transformation Guide.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.