Travis Holt is a registered investment advisor at LPL Financial LLC, based in Spencer, WI, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
302 S. Pacific Street, Po Box 20, Spencer, WI, 54479
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Travis has a DBA for his LPL business and is an agent for fixed annuities with Allianz Life Insurance Company of North America, dedicating minimal time to the insurance activity. He also owns rental real estate, serves as Chairman, President & CEO of Citizens State Bank of Loyal (taking about half of Travis's time), and is a board member for Banker's Bank WI and the State of Wisconsin Banking Review Board.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations10 states
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